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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...
InvestEdge Product Survey Infographic
By: InvestEdge | Apr 04, 2019 | Client Reporting, Compliance and Fiduciary Monitoring, Infographics, Performance Measurement, Portfolio Management, Rebalancing and Trading, Uncategorized
We surveyed users about their personal experience with InvestEdge's suite of Investment Technology solutions. Users across various roles weighed in on the top attributes of the InvestEdge application within their business.Read More
Spending Too Much Time and Money on Compliance?
By: InvestEdge | Jun 30, 2018 | Compliance and Fiduciary Monitoring, Infographics
As fiduciaries, wealth management firms must be able to manage and track all investment recommendations to ensure they are in the best interest of their clients. InvestEdge enables firms to create customized investment recommendations for each client, implement those recommendations, and monitor investments to verify the decisions made to align with the client's best interest. Consistency in the investment management process across your firm's book of business is critical to firms serving as fiduciaries.Read More