InvestEdge, Inc.

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3 Bala Plaza - West, Suite 600
Bala Cynwyd, PA 19004
About InvestEdge, Inc.
  • InvestEdge is a leading provider of innovative advisor solutions to wealth management firms. Our award-winning solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance management and fiduciary monitoring, client portal and data aggregation tools. Our model marketplace (MMxCHANGE) provides access to third party investment products for wealth management firms.
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