By: InvestEdge | Sep 18, 2019 | Compliance and Fiduciary Monitoring
Wealth Management.com Magazine 2019 Midyear Outlook Featured ArticleIn today's financial landscape, increased regulations have led to a significant rise in the amount of time and money banks and financial institutions spend on compliance monitoring. To address the evolving pain points associated with an intensifying regulatory spotlight, investment management firms and financial institutions need tools that are uniquely positioned to focus on bank guidance from the Office of the Comptroller of the Currency (OCC) regarding asset management.
By: InvestEdge | Jul 23, 2019 | Compliance and Fiduciary Monitoring
PHILADELPHIA, July 23, 2019 /PRNewswire/ -- InvestEdge, a leading provider of innovative financial advisory solutions, announced the release of Compliance Middle Office Management (Compliance MOM), offering new capabilities to its compliance monitoring system. These new capabilities are designed to reduce compliance costs incurred by wealth managers while maintaining the quality of each conducted review.
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.Read More
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
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.Read More
Spend less time double checking red flags and more time fostering relationships by incorporating a comprehensive approach to mitigating risk and managing compliance. Learn how from the final video of our three-part series "Maximizing the Power of UMAs."Read More
By: InvestEdge | Feb 04, 2019 | Unified Managed Accounts (UMA)
Solve integration challenges with better design and better data. Learn how from the second video of our three-part series "Maximizing the Power of UMAs."Read More
By: InvestEdge | Jan 07, 2019 | Unified Managed Accounts (UMA)
Find out how to strike the right balance between client wants and industry needs. Watch the first or our three-part video series "Maximizing the Power of UMAs."Read More
By: InvestEdge | Oct 23, 2018 | Unified Managed Accounts (UMA)
Many traditional UMAs fall down when it comes to creating clarity for clients and scalable efficiencies for advisory businesses. And advisors know that striking the right balance between these two goals is easier said than done. In our latest eBook we are introducing a new breed of UMA which offers more flexibility to clients while delivering operational efficiencies, control and oversight to advisors and firms. Where other UMA solutions fall down, InvestEdge's UMA stands up.Read More
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