Investment Technology News
Enter your email address to receive notifications of new posts from InvesteEdge.
Celent Industry Briefing: InvestEdge Compliance and Surveillance
InvestEdge has responded to commercial and regulatory pressures by developing a platform in which client profiling, pre-trade analytics, order management, fee billing, and surveillance are
InvestEdge Acquired by Featheringill Capital
InvestEdge, Inc., the leading providing of Compliance software to financial institutions, announced today that Featheringill Capital has acquired a majority interest in the company. Senior
Sanctuary Wealth Chooses InvestEdge for Compliance and Surveillance
Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform.
Enabling Holistic Investment Management
InvestEdge CTO Jeff Cowley explains why it’s important to offer a Compliance platform that can holistically service SEC and FINRA based accounts, along with traditional
Gaining 20/20 Vision into Compliance Monitoring
Wealth Management.com Magazine 2020 Market Outlook Featured Article As we turn the page on a new decade, the time has come for wealth managers to
Update on COVID-19 Response
Message from InvestEdge CEO Our ability to sustain operations during this health emergency is the product of our expanded Business Resiliency planning.
Are you ready for your next audit?
As a Wealth Manager you must prioritize this critical business function…
4 Keys to Cutting Down on Compliance Costs in Today’s Regulatory Environment
Wealth Management.com Magazine 2019 Midyear Outlook Featured Article In today’s financial landscape, increased regulations have led to a significant rise in the amount of time
Achieving Compliance Self-Actualization Through RegTech
InvestEdge CTO Jeffrey Cowley discusses some of the current trends in compliance around centralization of activity, outsourcing, and business segmentation. Check out the full discussion
Unified Managed Accounts with Compliance Oversight
Chris Ollendike, EVP and Director of Sales explains what’s different about InvestEdge’s UMA solution and some of the efficiencies it provides at the 2019 ABA
All UMA Solutions Are Not Created Equal.
Many traditional UMAs fall down when it comes to creating clarity for clients and scalable efficiencies for advisory businesses. And advisors know that striking the
