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InvestEdge - Innovative Advisor Solutions

InvestEdge partners with investment firms who seek strategies to competitively distinguish themselves and grow their business. Our wealth management platform 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. InvestEdge is ideal for banks, trusts, brokers, and investment firms that manage $1bb or more in individual accounts. The scalab

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InvestEdge partners with investment firms who seek strategies to competitively distinguish themselves and grow their business. Our wealth management platform 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. InvestEdge is ideal for banks, trusts, brokers, and investment firms that manage $1bb or more in individual accounts. The scalab
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InvestEdge - Innovative Advisor Solutions | investedge.net Reviews

https://investedge.net

InvestEdge partners with investment firms who seek strategies to competitively distinguish themselves and grow their business. Our wealth management platform 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. InvestEdge is ideal for banks, trusts, brokers, and investment firms that manage $1bb or more in individual accounts. The scalab

INTERNAL PAGES

investedge.net investedge.net
1

InvestEdge - Alliances

http://www.investedge.net//who-we-are/alliances.cfm

InvestEdge is built with open APIs, meaning it is readily integrated with most advanced technologies. If your firm uses a system or service that is not listed below, please don't hesitate to contact us. We're always looking to expand our integration possibilities. And if you're a technology provider with a complementary offering, or a consultant to large investment firms, we'd like to hear from you as well. To accommodate the need to see a "complete" investment picture of your client, InvestEdge has form...

2

InvestEdge - Values

http://www.investedge.net//who-we-are/values.cfm

It's a Matter of Pride. We believe a collaborative approach to helping firms achieve their business goals is imperative. The merit of every business decision is measured by the impact it will have on our customers and partners. This discipline not only drives product development, but the people we employ. Our purpose is to apply our experience, processes and technology to help customers achieve their objectives. Be Passionate and Different. Do Things Right the First Time. Thanks to unparalleled customer ...

3

InvestEdge - Careers

http://www.investedge.net//who-we-are/careers.cfm

Since our inception in 2000, we have benefited from the skills and commitment of exceptional people. We continue to seek the best talent to build on our story of success. We're always on the lookout for dedicated professionals who share our values and bring unique knowledge and experience. Product Business Systems Analyst. Senior User Interface Specialist. We look for employees who:. Are passionate and motivated to conquer new challenges. Seek and share knowledge generously. Are honest, reliable, and fair.

4

InvestEdge Solutions - How It Works

http://www.investedge.net//how-it-works/index.cfm

Thanks to unparalleled customer satisfaction and retention, InvestEdge is the fastest growing provider of wealth management solutions. We're committed to helping advisors deliver premium service to every account-every time. 2015 InvestEdge, Inc. Privacy Policy. Protected by U.S. Pat. Nos. 7,587,350 8,346,645 8,595,110 7,565,394 7,917,575 8,078,666.

5

InvestEdge - What We Do

http://www.investedge.net//what-we-do/index.cfm

The Power to Propel You. InvestEdge is web-based software for managing, measuring, and reporting on high net worth and ultra-high net worth portfolios. The advisor-facing system enables a better, broader, more consistent view of accounting and performance data, and features integrated tools that simplify both common and complex tasks. InvestEdge offers a performance system featuring GIPs-compliant calculations. The scalable, low-maintenance solution is a turnkey system for the daily calculation of as...

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How Can We Help You? Enhance client satisfaction, streamline efficiencies and reduce operating costs with the industry's premier wealth management platform. Manage more accounts, more effectively, with detailed drill-downs of each portfolio's holdings, allocation, policy, target, performance and more. Accurately measure portfolio performance, calculate asset weighted performance composites, and provide detailed attribution analysis at the security level. 2014 InvestEdge, Inc. Privacy Policy. Protected by...

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