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InvestEdge surpasses USD1 trillion in client AUM


Technology supplied by financial advisory solutions specialist InvestEdge now powers the management and measurement of more than USD1 trillion in assets under management across its more than 100 clients.

InvestEdge provides an integrated suite of tools that simplify and streamline portfolio management, trading and rebalancing, performance reporting, compliance monitoring, data aggregation and more.
“Advisory firms choose InvestEdge because we have a proven track record and highly scalable technology that can grow with their firm,” says Brian Burns, President of InvestEdge. “Over the last two decades, our solutions have enabled advisers to navigate considerable industry shifts, most notably increased regulatory requirements.”
InvestEdge’s compliance solution has been a key driver of the company’s growth. Today, wealth management firms rely on the InvestEdge solution to improve compliance workflows and minimise risk across their organisations.
“As advisors continue to migrate to a fiduciary standard, it’s becoming even more critical for firms to have airtight documentation of client interactions and compliance actions taken throughout the year,” says Jeff Cowley, Director of Product for InvestEdge. “We give advisory firms the tools they need to establish proactive, firm-wide policies and practices that create a culture of compliance.”
With InvestEdge’s 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. Therefore, advisors are well-positioned for the expected changes to SEC standards. Even the largest firms with multiple investment channels have used InvestEdge’s best-in-class technology to successfully streamline preparation for regulatory audits.
“Compliance will remain a key focus as InvestEdge continues to grow and enable growth for our clients,” says Cowley. “We are always innovating our solutions to introduce new ways for advisory firms to improve workflows and generate revenue.”

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