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Posts by InvestEdge

Industry Briefing: InvestEdge Compliance and Surveillance
By: InvestEdge | Dec 03, 2020 | Compliance and Fiduciary Monitoring
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.
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InvestEdge Acquired by Featheringill Capital
By: InvestEdge | Oct 05, 2020 | Uncategorized
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.
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Enabling Holistic Investment Management
By: InvestEdge | Jul 15, 2020 | Compliance and Fiduciary Monitoring
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.
Read MoreInvestEdge Named TOP Wealth Management Technology Provider by Banking CIO Outlook
By: InvestEdge | Jul 10, 2020 | Uncategorized
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. 
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Update on COVID-19 Response
By: InvestEdge | Apr 07, 2020 | COVID-19 Response Center
Message from InvestEdge CEO
Our ability to sustain operations during this health emergency is the product of our expanded Business Resiliency planning.
InvestEdge Coronavirus (COVID-19) Update
By: InvestEdge | Mar 23, 2020 | COVID-19 Response Center
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.
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Gaining 20/20 Vision into Compliance Monitoring
By: InvestEdge | Jan 07, 2020 | Compliance and Fiduciary Monitoring
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.Are you ready for your next audit?
By: InvestEdge | Nov 21, 2019 | Compliance and Fiduciary Monitoring, Infographics
As a Wealth Manager you must prioritize this critical business function...
4 Keys to Cutting Down on Compliance Costs in Today’s Regulatory Environment
By: InvestEdge | Sep 18, 2019 | Compliance and Fiduciary Monitoring
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.Introducing: InvestEdge Compliance Middle Office Management (CMOM)
By: InvestEdge | Jul 23, 2019 | Compliance and Fiduciary Monitoring
New capabilities save time and cost spent on compliance monitoring while maintaining a high quality of reviews
PHILADELPHIA, July 23, 2019 /PRNewswire/ -- InvestEdge, a leading provider of innovative financial advisory solutions, announced the release of Compliance Middle Office Management (Compliance MOM), offering new capabilities to its compliance monitoring system. These new capabilities are designed to reduce compliance costs incurred by wealth managers while maintaining the quality of each conducted review.