Investment Technology Blog

With InvestEdge, we've automated tasks such as account rebalancing and performance reporting, providing significant time savings for our portfolio managers. As a result, our front office has more time for client servicing and revenue-generating activities.

InvestEdge enabled us to integrate three major capabilities: portfolio management, client reporting and compliance. It created efficiencies for our investment staff and streamlined access to information that we just didn't have before.

InvestEdge enables us to execute our open architecture strategies and ensure they remain aligned to each client's unique objectives. Perhaps the greatest impact of InvestEdge has been our ability to provide high quality investment presentations. Our reports do more than deliver performance returns-they help to shape favorable impressions about the quality and care each account receives

We only entrusted our previous performance provider with a fraction of our accounts. With InvestEdge, all of our managed accounts receive an identical level of service. Whether we need to track and maintain composites, manage and measure consolidated family relationships, or quickly create a complex performance report, we rely on InvestEdge.

Our reputation is our greatest asset. We're committed to providing clients with quality advice and an exceptional experience with every interaction. Performance reports are a great example. They are much more than a measure of returns-they are a tangible reflection of our firm. It is critically important they demonstrate the care and attention each portfolio receives. InvestEdge helps to make this possible.

Our reports have been very well received. They are accurate, comprehensive, and easily interpreted. I can't imagine why any firm wouldn't want to provide their high-value clientele with the best performance reporting available. InvestEdge helps to make this possible for Greycourt.

The quality, timeliness and accuracy of the presentations we deliver are unparalleled. This is highly valued by our high net worth and institutional clients.

InvestEdge is an integral part of our business. The company's technology is first class, as is the service it provides to its customers. In turn, this enables us to better serve our customers and deliver on our pledge of total customer satisfaction.

In my 20-plus years in the industry, no other vendor I've dealt with provides the premium service I receive from InvestEdge. It has remained consistent throughout our relationship.