Email Contact Phone Company Visit Website

Location Office

One Bala Plaza, Suite 629
Bala Cynwyd

Pennsylvania Head Office

One Belmont Plaza Suite 200
Bala Cynwyd


412 860 8067


Matthew L Hutchison
[email protected]

InvestEdge ASP - Performance Reporting

  InvestEdge’s performance platform is a scalable, low-maintenance solution designed to address performance needs throughout the organization. Direct integration with multiple accounting and custody systems (books-of-record systems) allows InvestEdge’s performance system to ensure data consistency and accuracy across your organization. The state-of-the-art performance tools and diagnostics enable users to easily identify and resolve issues. Daily …

InvestEdge ASP

While there are many ad hoc options for automating certain investment-related activities—like systems for portfolio management, performance calculation, and client reporting—only one solution provides a comprehensive wealth management platform to address the requirements of investment firms.

InvestEdge ASP - Compliance Solution

 Automating Annual Investment and Administrative Reviews Financial institutions must comply with rigorous and ever-changing regulatory standards for managing investment portfolios. Traditionally, demonstrating adherence to a consistent investment policy process for clients has been a manual effort, often resulting in an ineffective use of personnel, potential mistakes, and costly audits and penalties.   To mitigate these …