Organize it, Manage it, Measure it, Communicate it

  • 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)...

     

    • Bring it all to life

      • Morningstar
      • Baseline
      • Factset
      • Thomson
      • MMxChange

    • Add the data you want

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

    • Import what you have

      • SunGard
      • SEI
      • FIS
      • Brokerage
      • Custodians

  • 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.

     

    • Analyze Accounts

      • Intuitive Drill Downs
      • Flexible asset classes and subcategories
      • Individual or household

    • Monitor Daily

      • Compare to targets and models
      • Daily flags for exceptions and drift
      • Automated investment and advisor reviews

    • Make Adjustments

      • Rebalance
      • Optimize for taxes
      • Compare to restrictions
      • What-if scenarios
      • Block trades
      • Release trades

  • 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.

     

    • Trust the results

      • Exception monitoring
      • Return validation
      • Error correction

    • Configure as desired

      • Customizable benchmarks
      • Unlimited indices
      • Family-based returns

    • Calculate GIPS returns

      • Daily Calculation
      • Asset-level returns
      • Composites
      • Attribution

  • 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.

     

    • Set yourself apart

      • Visually depict results (automatically)
      • Single or schedule reports
      • Results that reflect actual allocation
      • Held-away assets

    • Personalize per client

      • Include or exclude desired reports
      • Customizable parameters
      • Combine multiple accounts

    • Perpetuate the brand

      • Exclusive report templates
      • Market commentaries
      • Consistent design and content