Investment Technology Blog

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.

When advisory firms look to improve their technology, there's almost always pressure to make those moves fast. Firms know that time to market can make or break the impact of a new feature or tool, and that upgraded technology will be far less impressive if takes too long to get it in front of advisors and clients. But rushing important upgrades can create a patchwork of solutions that becomes expensive to maintain and ultimately thwarts advisors' abilities to deliver any real value to clients.

Over the next 40 years, more than $30 trillion will pass from baby boomers to Generation X and millennials. It is generally considered to be the most significant transfer of wealth in American history. For financial firms and their advisors, this transition represents opportunity -- if they’re prepared to win over this new generation of investors, that is.