Make IT Easy.

Since 2000, InvestEdge has been a leading technology partner helping investment management firms
and institutions more effectively aggregate, transform and present complex investment data to better serve high-net-worth clients. Our Solution enables firms to streamline operations, simplify workflows and build stronger, deeper and more profitable client relationships.

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Redefine Compliance Monitoring

Here's How

Compliance MOM Provides a Better Way

  • Cut down on secondary reviews and oversight
  • Reassign routine administrative reviews to middle-office employees
  • Leverage workflow and documentation capabilities
  • Configurable exception-based criteria, alerts, and workflows

In The News

We’re committed to providing the same level of service that you’ve come to expect, even in these challenging times.
03/23/2020
InvestEdge Featured Article: Gaining 20/20 Vision Into Compliance Monitoring
01/06/2020
CIOReview Names InvestEdge One of the Most Promising Banking Technology Providers of 2019.
09/17/2019
More News From InvestEdge

AUM

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Thanks to unparalleled customer satsifaction and retention, InvestEdge is the fastest growing provider of investment technology solutions. We're committed to helping advisors deliver premium service to every account every time.

Learn More About Our Integrated Wealth Management Solution

Consolidated access to the information and tools that advisors, investment officers, performance personnel and compliance professionals need to achieve optimum productivity, profitability, and client satisfaction.

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