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.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More
The Equitrak platform is an enterprise software solution for the front and back office needs of the Private Equity, Hedge and Alternative Asset community. Equitrak was designed to meet the requirements of fund sponsors, institutional investors, investment advisors, and third party service firms.