Skip to content
InvestEdge logo

Investment Technology Blog

← Return to blog

Uncategorized

InvestEdge Acquired by Featheringill Capital

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.
Read More

InvestEdge 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.  
Read More

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
3 Keys to Selecting a Wealthtech Provider: Upgrades that maximize value and return on investment

3 Keys to Selecting a Wealthtech Provider: Upgrades that maximize value and return on investment

By: InvestEdge  |  Apr 12, 2018  | Uncategorized, White Papers
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.
Read More
4 Reasons The ‘Great Wealth Transfer’ Keeps Advisors Up At Night

4 Reasons The ‘Great Wealth Transfer’ Keeps Advisors Up At Night

By: InvestEdge  |  Oct 12, 2017  | Client Portal, Uncategorized, White Papers
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.
Read More

Categories

  • Client Portal (1)
  • Client Reporting (6)
  • Compliance and Fiduciary Monitoring (17)
  • COVID-19 Response Center (2)
  • Infographics (3)
  • Performance Measurement (2)
  • Podcasts (3)
  • Portfolio Management (1)
  • Rebalancing and Trading (1)
  • Uncategorized (5)
  • Unified Managed Accounts (UMA) (5)
  • White Papers (5)
InvestEdge logo
  • Contact
  • Privacy Policy
  • Information Security
©2023 InvestEdge, Inc. All Rights Reserved.
Top
  • Bank/TrustBank / Trust
  • RIARIA
  • BBroker/DealerBroker / Dealer
  • ComplianceEdge
  • Why Call Us
  • About Us
  • Join Our Team
  • News
  • Contact Us