A Fully Integrated,
Web-Based Platform
innovative
solutions
Portfolio Management
Rich visual displays and intuitive drill-downs, enabling you to gain an instant snapshot of each or your account holdings, allocation, performance, and alignment to objectives.
Performance Measurement
Scalable, low-maintenance, turnkey solution for the daily calculation of asset level, time weighted rates of return, as well as the calculation of composite returns.
Client Reporting
Deliver high-quality, reliable presentations with a patented technology that automates time-intensive tasks such as data gathering, report creation, and report assembly.
Compliance and Fiduciary Monitoring
Automatically check each account-each day-against rules defined by your organization. Schedule and monitor investment reviews and administrative reviews, and track their progress through a customizable multi-step review process.
Simple Rebalancing
Automatically produce buy/sell lists, compare potential trades to restricted holdings lists, evaluate the impact of transactions on portfolios, and even release trades to a third-party order management system all without re-keying data
Unified Managed Accounts
Typical UMAs organize accounts into sleeves. The InvestEdge UMA categorizes every investment vehicle as a first-tier product, simplifying every stage of investment management, from managing and implementing client asset allocation targets to preparing client presentations.
Data Aggregation
Consolidated reports showing all client assets-regardless of who manages them or where they are custodied. Through a technology alliance between InvestEdge and Evare, firms utilizing the InvestEdge platform have streamlined access to held-away assets from virtually any location.
Client Portal
Demonstrate the value of your company’s investment expertise by sharing proprietary research, articles and videos – while personalizing targeted messaging, reporting, and content with your company style guide.
MMxCHANGE
Design, build, and control your own custom investment platform – with an unbundled open architecture that allows you to select the solutions you need, when you need them, so you can always meet your clients’ specific goals in a quickly changing market.
