Investment Technology Blog

InvestEdge’s capabilities around account aggregation and client-facing portals address one of the industry’s major focus areas, specifically an enhanced multi-channel experience that supports holistic advice delivery.

After the financial crisis, wealth management firms realized the necessity of providing superior customer service and communication. InvestEdge is ideally positioned to address these goals. Their solution enables wealth managers to automate key reporting processes and thereby reallocate advisor time from manual production of reports to retention of clients.

Solution providers that continue to expand their functionality and adapt to client demands will be future industry winners. With over ten years of experience and a rapidly growing customer list, InvestEdge is well situated against its competitors.

InvestEdge provides institutional clients an automated aggregation capability that rivals anything they would likely be able to build on their own.