InvestEdge Surpasses $1 Trillion Milestone in Client AUM
Summary
InvestEdge provides an integrated suite of tools that simplify and streamline portfolio management, trading and rebalancing, performance reporting, compliance monitoring, data aggregation and more. Today, wealth management firms rely on the InvestEdge solution to improve compliance workflows and minimize risk across their organizations. "As advisors continue to migrate to a fiduciary standard, its becoming even more critical for firms to have airtight documentation of client interactions and compliance actions taken throughout the year," said Jeff Cowley, Director of Product for InvestEdge. With InvestEdges compliance solution, advisors can prepare for regulatory audits with the knowledge that their platform has been fully vetted and time-tested against stringent OCC Reg 9 standards. The full-stack solution automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools.
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