Since 2000, InvestEdge has been a leading technology partner helping wealth management firms and institutions more effectively aggregate, transform and present complex investment data to better serve their clients. Our integrated solutions provide a breadth of tools that simplify wealth management processes and reduce overall operational risk. Using the integrated solutions automates key functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, client reporting, compliance/fiduciary monitoring, and data aggregation tools. Our Solution enables firms to streamline operations, simplify workflows and build stronger, deeper and more profitable client relationships.