
CEB TowerGroup
By: InvestEdge | Feb 01, 2017
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.
Read More
Celent
By: InvestEdge | Oct 18, 2016
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.
Read More

Aite Group
By: InvestEdge | Oct 18, 2016
InvestEdge provides institutional clients an automated aggregation capability that rivals anything they would likely be able to build on their own.
Read More