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SEC Issues New REG BI Guidance RE: Complex Products
Webinar: Steps to Ensure Compliance Supervision and Mitigate Regulatory Risk
InvestEdge Feature Article: A Holistic Approach to Compliance Management in Today's Regulatory Environment
InvestEdge Named Top Wealth Management Technology Solution Provider by Banking CIO Outlook
Wealth Advisor's 2020 Trust Technology Buyers Guide Features InvestEdge Among Its Top Vendors
InvestEdge Feature Article: Gaining 20/20 Vision Into Compliance Monitoring
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InvestEdge Featured Article: 4 Keys to Cutting Down on Compliance Costs in Today's Regulatory Environment
WealthTech Insights with Roland Collins: The Tech Horizon and its Impact on the FinTech World
WealthTech Club Interviews Roland Collins, InvestEdge Co-founder and CTO on what it takes to be a long-standing leader in the world of FinTech.
eBook: 3 Best Practices for Maximizing the Power of UMAs
Monitor, Document and Oversee Fee-based and Managed Account Programs Using InvestEdge's Fiduciary Oversight
3 Keys to Selecting a Wealthtech Provider: Upgrades that maximize value and return on investment
Delivering More MEANINGFUL Client Reports: 5 Ways Advisors Can Amplify Value to Investors
4 Reasons The 'Great Wealth Transfer' Keeps Advisors Up At Night
Fostering a Culture of Compliance for the DOL Fiduciary Rule
Democratizing the Investment Management Industry, a commentary from MMxCHANGE
Concerned About the Robo-Advisor Threat? Become a Bionic Advisor™
PAM Magazine Feature Article: Reporting for Duty
Reporting: The "Secret Sauce" that Delivers Better Productivity...
Putting It Together: How IT Departments Can Enhance Advisors’ Competitiveness Through Data Unification...
Helping Advisors Keep Their "Alpha Advisor" Status Through Data Unification...
Aggregation: Do You Really Need A Portfolio Accounting System?
Being The "Alpha" Advisor for Your Clients - A Brief Roadmap for Getting There and Staying There...
News
InvestEdge Elevates Regulatory Compliance Software for Bank, Broker-Dealer, and RIA Firms
InvestEdge Adds Former FINRA Compliance Officer to Its Team - Strengthening its Industry Leading Trade Surveillance and Account Monitoring Compliance Platform
Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge
Northland Securities Goes Live with the ComplianceEdge Trade Surveillance and Account Monitoring Solution
Integrated Capital Research (ICR) Partners with InvestEdge; Acquires MMxChange
InvestEdge Acquired by Featheringill Capital, providing access to capital for continued growth in the company’s products.
All News
We’re committed to providing the same level of service that you’ve come to expect, even in these challenging times.
CIOReview Names InvestEdge One of the Most Promising Banking Technology Providers of 2019.
InvestEdge Announces Enhanced Compliance Middle Office Management Solution
InvestEdge Announces New Unified Managed Accounts Solution
Midland States Bank Expands Relationship with InvestEdge and Becomes a Direct Client
InvestEdge Receives Recognition for Excellence for Superior Service & Support from DALBAR
InvestEdge Earns Excellent Designation in Dalbar's Analysis of Performance Reports
InvestEdge Surpasses $1 Trillion Milestone in Client AUM...Industry-Leading Compliance Solution Remains Key Driver of Advisory Value
InvestEdge Named BEST REPORTING SOLUTION by Private Asset Management
InvestEdge recognized for "Best Reporting Solution"
InvestEdge shortlisted in FOUR categories for the 2018 Family Wealth Report Awards.
InvestEdge Adds Order Management & Routing with FIX Flyer
InvestEdge Wins Best Portfolio Reporting at the 2017 WealthManagement.com Awards
InvestEdge Announces Exclusive Partnership with Applied Finance Group
InvestEdge Partners with Anexinet on New Product Development
InvestEdge and MMxCHANGE Named Finalists for Three Industry Awards
US Financial Advice Solutions Firm Rolls Out Digital Marketplace
InvestEdge Launches Groundbreaking Digital Investment Marketplace
InvestEdge Receives $5 Million Growth Capital Financing to Accelerate Delivery of Digital Wealth Solutions
InvestEdge Hires New Executive Vice President of Sales
Mike Morgart Promoted to Chief Operating Officer of InvestEdge
InvestEdge's Client Reporting Earns The 2015-2016 DALBAR Communications Seal of Excellence
Fiserv Partners with InvestEdge to Expand Reporting Capabilities for the Wealth Management Industry
InvestEdge Selected for Best Implementation of a Technology Solution at the 2015 Family Wealth Report Awards
InvestEdge Wins 2015 PAM Award for Private Client Investment Platform — Client Service
Brian Burns Promoted to President of InvestEdge
InvestEdge Receives Prestigious PAM Award for the Second Consecutive Year
InvestEdge Recognized for Overall Customer Satisfaction Excellence for Investment Advisors
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