Innovative Advisor
Solutions

Our Solutions enable firms to streamline operations, simplify workflows and build stronger, deeper and more profitable client relationships.

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What We Do

We help Wealth Management firms achieve their business goals

InvestEdge is a web-based integrated software solution for managing, measuring, and reporting on high net worth and ultra-high net worth portfolios. The advisor-facing system enables a better, broader, more consistent view of accounting and performance data, and features integrated tools that simplify both common and complex tasks.

Although there are many solutions for isolated needs like performance measurement, client reporting, compliance management, or investment monitoring, only InvestEdge delivers all of the tools and information investment professionals need in one convenient, secure location – making Investment Technology easy.

Our Identity

What Makes Us Different

Investedge’s deep domain expertise allows us to aggregate, transform and simplify complex investment data, driving workflow automation and analytics while offering interoperability across enterprise systems. We are a trusted partner that sees you as a business first. Investedge will help you see, capture and manage value in ways that deepen relationships, enhance advice, and move margins! Our solutions are easy to use and focus on enhanced customer engagement, increased productivity and profitability.

Our Solutions

Superior Patented Technology

Automate time-intensive tasks such as data gathering, report creation, and report assembly.

Data Sciences

Clean data logistic experts.

Agile Platform

Flexibility to deliver timely and complex solutions to market.

Wealth Management Expertise

Deep expertise in fiduciary investment business. Dominant position in Bank Trust.

Meet the Team

Brian Burns

Chief Executive Officer

Roland Collins

Co-Founder / Chief Semicolon Specialist

Jeff Cowley

Chief Technology Officer

Chris Ollendike

EVP, Director of Sales
The Executive Team

A Trusted Partner Every Step Of The Way

Our sole focus is the delivery of innovative thinking and proven wealth management technology to help you grow your business and deliver the ultimate client experience.

Industry Experts...

In Rich Data

Data  is the core driver of all smart investment and business decisions. But the use of multiple systems for different business purposes (trading, compliance, performance measurement, client reporting) can weaken data integrity, creating blind spots that can cause delays, errors or conflicts.

 

In Advisory Profitability

Our data enablement and integration approach enables investment firms to bring new solutions to market faster, and ultimately scale more quickly and seamlessly.

In the HNW Market

HNW advisory requires complex account structures and diverse asset classes. It demands sophisticated, flexible systems that provide advisors with the tools to analyze, implement and report on all of the client’s assets while meeting regulatory requirements.

 

We're here to help you grow your business and deliver the ultimate client experience

over 20 years of combined financial services and technology experience

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See What our Clients Have to Say

“InvestEdge has created efficiencies for portfolio management, streamlined compliance and reviews,  and provided a reporting solution that is professional and well thought out.  We were looking for a single system that combined all of our investment related activities including performance, reporting, compliance and trading.  The efficiencies gained by having all of this in one place has allowed to spend more time focusing on what matters most, our clients.”
Argent Financial Group, Inc.
“InvestEdge enabled us to integrate three major capabilities: portfolio management, client reporting and compliance. It created efficiencies for our investment staff and streamlined access to information that we just didn't have before.”
Wilmington Trust
“With InvestEdge, we've automated tasks such as account rebalancing and performance reporting, providing significant time savings for our portfolio managers. As a result, our front office has more time for client servicing and revenue-generating activities.”
Arvest Bank
“We look for best of breed in our partners and InvestEdge checked all our boxes. They are investing heavily in their platform to keep up with changing regulations, evolution of consumer expectations in the industry landscape, and advisor automation tools. The company is nimble and flexible enough to incorporate feedback from partners like Sanctuary to help them build something first class.”
Sanctuary Wealth
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Have Questions?

Contact Us today

Headquarters

  • 3 Bala Plaza - West,
    Suite 600 Bala Cynwyd, PA 19004
  • 800-830-1839
  • info@investedge.com

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