Thought Leadership

Webinar: Steps to Ensure Compliance Supervision and Mitigate Regulatory Risk
12/12/2022
InvestEdge Feature Article: A Holistic Approach to Compliance Management in Today's Regulatory Environment
08/25/2020
InvestEdge Named Top Wealth Management Technology Solution Provider by Banking CIO Outlook
07/02/2020
Wealth Advisor's 2020 Trust Technology Buyers Guide Features InvestEdge Among Its Top Vendors
05/11/2020
InvestEdge Feature Article: Gaining 20/20 Vision Into Compliance Monitoring
01/06/2020
InvestEdge Featured Article: 4 Keys to Cutting Down on Compliance Costs in Today's Regulatory Environment
08/23/2019
Video: Maximizing the Power of UMAs – Achieving Cost-Effective Compliance
02/26/2019
Video: Maximizing the Power of UMAs - Integrating with Existing Systems
01/31/2019
Video: Maximizing the Power of UMAs - Balancing Standardization and Customization
01/07/2019
WealthTech Insights with Roland Collins: The Tech Horizon and its Impact on the FinTech World
12/03/2018
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.
10/24/2018
eBook: 3 Best Practices for Maximizing the Power of UMAs
09/19/2018
Monitor, Document and Oversee Fee-based and Managed Account Programs Using InvestEdge's Fiduciary Oversight
05/25/2018
Podcast: Tina Madel Talks About Current Industry Trends in Fiduciary Compliance
04/24/2018
3 Keys to Selecting a Wealthtech Provider: Upgrades that maximize value and return on investment
04/12/2018
Delivering More MEANINGFUL Client Reports: 5 Ways Advisors Can Amplify Value to Investors
11/15/2017
4 Reasons The 'Great Wealth Transfer' Keeps Advisors Up At Night
10/12/2017
Fostering a Culture of Compliance for the DOL Fiduciary Rule
08/31/2017
Democratizing the Investment Management Industry, a commentary from MMxCHANGE
08/16/2017
Concerned About the Robo-Advisor Threat? Become a Bionic Advisor™
02/23/2016
PAM Magazine Feature Article: Reporting for Duty
10/01/2015
Reporting: The "Secret Sauce" that Delivers Better Productivity...
07/07/2015
Putting It Together: How IT Departments Can Enhance Advisors’ Competitiveness Through Data Unification...
06/18/2015
Helping Advisors Keep Their "Alpha Advisor" Status Through Data Unification...
06/18/2015
Aggregation: Do You Really Need A Portfolio Accounting System?
01/21/2015
Being The "Alpha" Advisor for Your Clients - A Brief Roadmap for Getting There and Staying There...
08/19/2014

News

InvestEdge Adds Former FINRA Compliance Officer to Its Team - Strengthening its Industry Leading Trade Surveillance and Account Monitoring Compliance Platform
05/10/2022
Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge
01/26/2022
Northland Securities Goes Live with the ComplianceEdge Trade Surveillance and Account Monitoring Solution
01/11/2022
Integrated Capital Research (ICR) Partners with InvestEdge; Acquires MMxChange
10/06/2021
InvestEdge Acquired by Featheringill Capital, providing access to capital for continued growth in the company’s products.
10/05/2020
We’re committed to providing the same level of service that you’ve come to expect, even in these challenging times.
03/23/2020
CIOReview Names InvestEdge One of the Most Promising Banking Technology Providers of 2019.
09/17/2019
InvestEdge Announces Enhanced Compliance Middle Office Management Solution
07/23/2019
InvestEdge Announces New Unified Managed Accounts Solution
09/18/2018
Midland States Bank Expands Relationship with InvestEdge and Becomes a Direct Client
08/22/2018
InvestEdge Receives Recognition for Excellence for Superior Service & Support from DALBAR
07/25/2018
InvestEdge Earns Excellent Designation in Dalbar's Analysis of Performance Reports
05/29/2018
InvestEdge Surpasses $1 Trillion Milestone in Client AUM...Industry-Leading Compliance Solution Remains Key Driver of Advisory Value
04/04/2018
InvestEdge Named BEST REPORTING SOLUTION by Private Asset Management
02/12/2018
InvestEdge recognized for "Best Reporting Solution"
12/18/2017
InvestEdge shortlisted in FOUR categories for the 2018 Family Wealth Report Awards.
12/05/2017
InvestEdge Adds Order Management & Routing with FIX Flyer
11/13/2017
InvestEdge Wins Best Portfolio Reporting at the 2017 WealthManagement.com Awards
10/16/2017
InvestEdge Announces Exclusive Partnership with Applied Finance Group
10/10/2017
InvestEdge Partners with Anexinet on New Product Development
08/09/2017
InvestEdge and MMxCHANGE Named Finalists for Three Industry Awards
06/14/2017
US Financial Advice Solutions Firm Rolls Out Digital Marketplace
05/30/2017
InvestEdge Launches Groundbreaking Digital Investment Marketplace
05/17/2017
InvestEdge Receives $5 Million Growth Capital Financing to Accelerate Delivery of Digital Wealth Solutions
01/26/2017
InvestEdge Hires New Executive Vice President of Sales
01/18/2017
Mike Morgart Promoted to Chief Operating Officer of InvestEdge
01/06/2016
InvestEdge's Client Reporting Earns The 2015-2016 DALBAR Communications Seal of Excellence
11/17/2015
Fiserv Partners with InvestEdge to Expand Reporting Capabilities for the Wealth Management Industry
10/21/2015
InvestEdge Selected for Best Implementation of a Technology Solution at the 2015 Family Wealth Report Awards
03/16/2015
InvestEdge Wins 2015 PAM Award for Private Client Investment Platform — Client Service
02/10/2015
Brian Burns Promoted to President of InvestEdge
07/15/2014
InvestEdge Receives Prestigious PAM Award for the Second Consecutive Year
03/04/2014
InvestEdge Recognized for Overall Customer Satisfaction Excellence for Investment Advisors
09/03/2013