InvestEdge.com online sophisticated software for financial industry
Title
InvestEdge
Description
Excerpted from the website:
- InvestEdge, Inc. is focused exclusively on serving the front-office needs of large, retail investment firms (AUM of $1bb or greater). Our patent-pending wealth management software combines ease-of-use with powerful performance to provide advisors, investment officers, and compliance personnel with a complete set of web-based tools for managing, measuring, and reporting upon the assets of high net worth and ultra high net worth clients.
Languages
English
Additional Information
External Links
Categories:
- ASP
- Account Aggregation
- Asset Allocation
- Asset Management
- Back Office
- Bank Applications
- Bank Software
- Bank Solutions
- Banking Solutions
- Brokerage Applications
- Brokerage Firm Applications
- Brokerage Firm Software
- Brokerage Firm Solutions
- Brokerage Software
- Brokerage Solutions
- Browser-based
- CRM
- Customer Access
- Customer Data Aggregation
- Customer Profiling
- Customer Reporting
- Dynamic Reports
- Family Office Applications
- Family Office Software
- Family Office Solutions
- Financial Advisor Applications
- Financial Advisor Solutions
- Financial Planning Software
- Financial Planning System
- Front Office System
- HNW
- High Net Worth
- InvestEdge
- InvestScan
- Investing Tools
- Investment Reporting
- Investment Research
- Investment Tools
- Knowledge Management
- Performance System
- Portfolio
- Portfolio Accounting System
- Portfolio Analysis
- Portfolio Management
- Portfolio Management System
- Portfolio Management Tools
- Portfolio Manager
- Portfolio Monitoring
- Portfolio Research
- Portfolio Tracking
- Reg 9
- Reporting
- Scenario Analysis
- Soft Dollars
- Trust Company Applications
- Trust Company Software
- Trust Company Solutions
- Wealth Management
- Wealth Manager
- Wealth Reporting