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Bobsguide > Companies > InvestEdge > Products

InvestEdge

Email Contact Phone Company Visit Website

Location Office

One Bala Plaza, Suite 629
Bala Cynwyd
PA
US

Pennsylvania Head Office

One Belmont Plaza Suite 200
Bala Cynwyd
PA
US

Telephone

412 860 8067

Contact

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 …