InvestEdge is a leading brand that offers innovative advisor solutions to financial institutions. With a focus on simplifying complicated wealth management processes and reducing operational risk, InvestEdge provides integrated solutions that automate key front office functions. These include portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools.

As experts in the industry, InvestEdge understands the importance of data integrity and utilizes data science to create one source of truth. By seamlessly sharing validated data across internal systems and third-party platforms, InvestEdge ensures that organizations have access to the highest quality data for smart investment and business decisions. InvestEdge specializes in serving the High Net Worth (HNW) market, offering flexible systems that analyze, implement, and report on diverse asset classes within complex account structures.

With over 20 years of experience and more than $1 trillion in collective assets on their platform, InvestEdge brings unparalleled expertise to investment firms serving HNW clients. By utilizing InvestEdge's Data Enablement and Integration approach, investment firms can maximize efficiencies, improve advisor productivity, and reduce costs. This approach allows for faster market transitions, strategic process transfers to the middle office, and seamless scalability.

InvestEdge prides itself on being a trusted partner to progressive leaders in investment firms. Their patented wealth management solutions enable advisors to focus on building stronger and more profitable relationships with clients. With InvestEdge, dozens of the world's leading advisors rely on managing, measuring, and reporting on the assets of high net worth and ultra-high net worth clients.

Since their inception in 2000, InvestEdge has grown into the premier provider of wealth management solutions, helping firms solve real business needs. Their proven technology, which is easily integrated with portfolio accounting and other third-party providers, ensures a lasting relationship with satisfied clients. Contact InvestEdge today to experience the benefits of their innovative solutions and achieve your wealth management goals