Industry Experts

Experts in Rich Data

In Rich Data

  • Data is the lifeblood of any advisory business. It 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.
  • InvestEdge applies business logic and Data Science to create one source of truth. Organizations share only the highest quality, validated data seamlessly across all internal systems and third-party platforms.

Experts in the HNW Market

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.
  • With nearly 20 years of experience in Fiduciary financial services segment, we bring unmatched expertise to investment firms serving the HNW segment. We understand clients’ evolving needs and have more than $1 trillion in collective assets on our platform, with an average account size of $2 million.

Experts in Advisory Profitability

In Advisory Profitability

  • In a market constrained by competition and fee transparency, advisory business operations are the new battleground for profitability.
  • Our Data Enablement and Integration approach enables investment firms to bring new solutions to market faster, transition strategic processes to the middle office and ultimately scale more quickly and seamlessly. With a deep understanding of advisory pain points and opportunities, we make it easy for firms to maximize efficiencies, improve advisor productivity and ultimately reduce costs across the entire enterprise.

A Trusted Partner

InvestEdge is a leading provider of innovative advisor solutions to financial institutions. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools. Through MMxCHANGE, we provide a marketplace of investment products for wealth management firms.

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.

Since inception in 2000, InvestEdge has steadily grown into the premier provider of wealth management solutions by helping firms:

Solve Real Business Needs

InvestEdge solutions were developed specifically for large investment firms whose success hinges on a blend of performance and service. The company’s founders, Bob Stewart and RC Collins, applied their collective years of experience in developing large scale investment systems and web applications to launch the firm. The resulting solution enables advisors to remain focused on servicing customers and gathering additional assets.
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Realize the Rewards of Change

InvestEdge solutions have a positive financial impact on virtually all aspects of wealth management; from simplifying complex reporting processes and automating time consuming investment reviews…to eliminating spreadsheet rebalancing and streamlining portfolio analysis. But the real measure of success is our ability to help you achieve your business goals. Whether you’re looking to provide a better client experience…scale your business…or gain competitive advantage, we’re here to help. Your goals are our goals, and together we achieve them.

Utilize Proven Technology

The core technology behind InvestEdge solutions is patented and industry proven. The n-tiered architecture was designed from the ground up to be 100 percent web-based, allowing the system to be enhanced and updated without requiring new software to be installed on users’ desktops. The solution is also easily integrated with portfolio accounting, brokerage and performance systems as well as other third-party providers.
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Form a Lasting Relationship

As our customers attest, InvestEdge makes good on its promises. Our experienced, knowledgeable and friendly team is completely dedicated to the success of each client. As a result, we are proud of our extraordinary level of customer satisfaction and our reputation as a pioneer in wealth management technology.
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