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.

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.

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.

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."

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."

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."

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.

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.

Market research firm assessed content and design of industry-leading client reports. InvestEdge, the leading provider of innovative financial advisory solutions, today announced it has been awarded the prestigious DALBAR Communications Seal of Excellence for Performance Reporting. The seal exemplifies a firm’s commitment to client service and demonstrates a superior standard of client communication.