According to Bob Stewart, president and CEO of InvestEdge, the company will remain acutely focused on helping its clients achieve optimum productivity, profitability, and client satisfaction. In 2008, the company enriched its platform with functionality such as the ability to create, maintain and report performance for composite portfolios, compliance tools for streamlining investment reviews and administrative reviews, and customizable asset classification features that enable advisors to categorize assets at a more granular level.
Stewart states, âPerhaps now more than ever, investment firms must find innovative ways to compete. This has always beenâand will continue to beâthe primary reason companies choose InvestEdge. We provide a clear return on investment and enable firms to concentrate on their core competencies.â
Stewartâs assertion was recently affirmed during the companyâs Advisory Board meeting, which was attended by top executives from the InvestEdge customer base. The meeting provided a forum to discuss emerging business requirements and ensure customer needs are met through the InvestEdge solution.
âAlthough our customers represent many different types of investment firms, each considers InvestEdge to be a critical component of their business,â says Stewart. âThey rely on us to streamline their workflow, automate critical tasks, and equip their businesses to scale.â
Stewart adds that the companyâs partnership with SEI (Nasdaq: SEIC) will also play a key role in the companyâs plans for 2009. In July, InvestEdge and SEI signed a partnership agreement resulting in SEI offering its bank investment processing clients the option of compliance solutions developed by InvestEdge.
âWeâre looking forward to leveraging on our partnership with SEI, expanding our solution, and working closely with our customers and prospective customers in the coming months,â Stewart concludes.