Rest easy. While you sleep, InvestEdge automatically gathers and validates all of the data you will need to start your day with consolidated, enriched view of your book-of-business (and the assets you wished you managed too)...
It's simple. Manage more accounts, more efficiently, with tools that mirror your investment processes and reflect your strategies. Ensure accounts are aligned to their objectives - and easily correct those that are not.
Measure what you manage. Instantly analyze investment strategies, compare results to benchmarks and indices, demonstrate attribution, and create straightforward and accurate reports for clients.
Share your results via the industry's best presentations. With a click of the mouse automatically translate account, holdings, transaction and performance into a consolidated report package your clients are sure to love.