Investment Technology Blog

Abstract Wealth managers increasingly are recognizing compliance as a business multiplier as opposed to a cost center. The InvestEdge Compliance and Surveillance platform was designed to deliver visibility onto processes across the technology value chain, while shifting work from the (expensive) front office to the back.

InvestEdge, Inc., the leading providing of Compliance software to financial institutions, announced today that Featheringill Capital has acquired a majority interest in the company. Senior management supported and participated in the transaction, as it allows InvestEdge to better serve its customers with enhanced products and support. Featheringill’s backing solidifies InvestEdge’s financial position and will provide access to capital for continued investment in the company’s products. As a result of this transaction, InvestEdge will be recognized as a majority woman-owned business.

InvestEdge CTO Jeff Cowley explains why it’s important to offer a Compliance platform that can holistically service SEC and FINRA based accounts, along with traditional fiduciary trust accounts regulated by the OCC Reg. 9 policy.

InvestEdge is thrilled to announce being chosen as one of Banking CIO Outlook's Top 10 companies at the forefront of providing Wealth Management Technology solutions impacting the marketplace.  

InvestEdge understands the uncertainty and concerns that the coronavirus (COVID-19) has for employees, customers and business partners. We’re committed to providing the same level of service that you’ve come to expect, even in these challenging times.

Wealth Management.com Magazine 2020 Market Outlook Featured Article

As we turn the page on a new decade, the time has come for wealth managers to revisit and update their compliance monitoring capabilities and processes.

Wealth Management.com Magazine 2019 Midyear Outlook Featured Article

In today's financial landscape, increased regulations have led to a significant rise in the amount of time and money banks and financial institutions spend on compliance monitoring. To address the evolving pain points associated with an intensifying regulatory spotlight, investment management firms and financial institutions need tools that are uniquely positioned to focus on bank guidance from the Office of the Comptroller of the Currency (OCC) regarding asset management.