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.
InvestEdge has responded to commercial and regulatory pressures by developing a platform in which client profiling, pre-trade analytics, order management, fee billing, and surveillance are fused into a single, data-driven workflow.
Will Trout, Head of Wealth Management at Celent, recently produced a briefing note and evaluation of InvestEdge’s enhanced Compliance solution.
To read the full briefing, please click on the following link: Industry Briefing
To learn more visit https://www.investedge.com/what-we-do/compliance-monitoring/