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Who We Are

About Us

Value Added Expertise

a trusted partner

InvestEdge partners with progressive leaders of investment firms who advise and serve prosperous individuals and families. 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. Today, dozens of the world’s leading advisors rely on InvestEdge for managing, measuring and reporting on the assets of high net worth and ultra-high net worth clients. Our talented, knowledgeable and dedicated team-combined with our patented wealth management solutions-enables you to focus on what matters most: Building stronger, deeper and more profitable relationships with your clients.

Investment Technology Exchannge

Powerful data unification process reduces integration complexity

InvestEdge Performance Measurement

Productivity Enhancement

Workflow tools simplify key functions to increase advisor productivity

InvestEdge Data Aggregation

Improve Client Experience

User-friendly self service tools for on demand access

Who We Service

an Integrated Wealth Management Solution for your Business

Consolidated access to the information and tools that advisors, investment officers, performance personnel and compliance professionals need to achieve optimum productivity, profitability, and client satisfaction.

Bank / Trust

Over 100 Bank and Trust Institutions rely on the InvestEdge Wealth Platform to provide their end investors access to the same data and reporting available to the advisor.



Broker / Dealer

Over 119 leading broker dealer firms rely on the InvestEdge Wealth Platform to provide their end investors access to the same information and reporting available to their advisor and home office associates.

Registered Investment Advisor (RIA)

Over 100 leading advisory firms rely on the InvestEdge Wealth Solution to provide their end investors access to the same date and reporting available to their advisor.
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"We can help you see, where our solution can unlock hidden value, and change the status quo to move your business forward.”
Brian Burns
CEO

“If you show people the problems and you show them the solutions they will be moved to act.”

Bill Gates

Investment Technology Experts

Since 2000

InvestEdge has steadily grown into the premier provider of investment technology solutions by helping firms:

  • Solve Real Business Needs
  • Realize the Rewards of Change
  • Utilize Proven Technology
  • Form a Lasting Relationship

Why Choose Us

Benefits

InvestEdge is the only comprehensive wealth management solution to address the daily tasks and workflows common to HNW and UHNW advisors. Through a single interface, InvestEdge provides consolidated access to the information and tools that advisors, investment officers, performance personnel and compliance professionals need to achieve optimum productivity, profitability, and client satisfaction.

Our Solutions

Decrease Costs

InvestEdge provides a consolidated platform, offering the opportunity to cost-effectively eliminate most other front office systems, and at the same time deliver substantially more features and higher quality results.

Enhance the Client Experience

Advisors who use the InvestEdge system have ready access to every aspect of each client’s investment holdings, investment policy, performance history, preferences, attributes, and more.

Improve Efficiencies

InvestEdge addresses dozens of time-consuming tasks that otherwise distract highly paid investment professionals from performing other revenue-generating activities.

Control Risk

The InvestEdge system provides the opportunity to automatically monitor accounts for problems such as holdings not on an approved list, single concentrations, allocations not in line with the policy, etc.

How It Works

1. Organize it

Rest easy.
While you sleep, InvestEdge automatically gathers and validates all of the data you will need to start your day with consolidated, enriched view of your book-of-business (and the assets you wished you managed too)...
  • Morningstar
  • Baseline
  • Factset
  • Thomson
  • MMxCHANGE

  • Evare – Held-away accounts
  • Aggregator of your choice
  • We can even calculate performance on these accounts!

  • SunGard
  • SEI
  • FIS
  • Brokerage
  • Custodians


3. Measure It

Measure what you manage.
Instantly analyze investment strategies, compare results to benchmarks and indices, demonstrate attribution, and create straightforward and accurate reports for clients.
  • Exception monitoring
  • Return validation
  • Error correction
  • Customizable benchmarks
  • Unlimited indices
  • Family-based returns
  • Daily Calculation
  • Asset-level returns
  • Composites
  • Attribution

2. Manage It

It's simple.
Manage more accounts, more efficiently, with tools that mirror your investment processes and reflect your strategies. Ensure accounts are aligned to their objectives - and easily correct those that are not.
  • Intuitive Drill Downs
  • Flexible asset classes and subcategories
  • Individual or household
  • Compare to targets and models
  • Daily flags for exceptions and drift
  • Automated investment and advisor reviews
  • Rebalance
  • Optimize for taxes
  • Compare to restrictions
  • What-if scenarios
  • Block trades
  • Release trades

4. Communicate It

Share your results via the industry's best presentations.
With a click of the mouse automatically translate account, holdings, transaction and performance into a consolidated report package your clients are sure to love.
  • Visually depict results (automatically)
  • Single or schedule reports
  • Results that reflect actual allocation
  • Held-away assets
  • Include or exclude desired reports
  • Customizable parameters
  • Combine multiple accounts
  • Exclusive report templates
  • Market commentaries
  • Consistent design and content

 

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