Investment Technology Blog

InvestEdge CTO Jeffrey Cowley discusses some of the current trends in compliance around centralization of activity, outsourcing, and business segmentation. Check out the full discussion courtesy of Craig Iskowitz, Founder & CEO of Ezra Group.

Chris Ollendike, EVP and Director of Sales explains what's different about InvestEdge's UMA solution and some of the efficiencies it provides at the 2019 ABA Wealth Management and Trust Conference.

At the 2018 ABA Wealth Management and Trust Tina Madel, VP of Solutions at InvestEdge talks about current industry trends in fiduciary compliance.

Click here to listen.