Investment Technology Blog

InvestEdge, provider of award-winning financial advisory solutions, is being recognized by DALBAR for delivering superior service and support and earning DALBAR’s highest honor, the Recognition for Excellence. The award signifies InvestEdge’s commitment to offering a remarkable customer experience and a focus on ensuring clients are satisfied with the support they receive.

Market research firm assessed content and design of industry-leading client reports. InvestEdge, the leading provider of innovative financial advisory solutions, today announced it has been awarded the prestigious DALBAR Communications Seal of Excellence for Performance Reporting. The seal exemplifies a firm’s commitment to client service and demonstrates a superior standard of client communication.