Introducing our newest product: Portfolio Edge – efficient and rich portfolio construction and rebalancing. Portfolio Edge provides complete coverage for front, middle and back office staff through an integrated platform. Using innovative and forward-looking technology stack from Microsoft, Portfolio Edge creates a blend of stock reporting with customizations. Get real time results and dashboard-driven portfolio servicing to help you deliver for quarter end.

Our goal is to provide your firm balance between the ability to scale and still offer customization. Request a demo for a personalized product.