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InvestEdge

Mr. Chris Ollendike, Executive Vice President and Director of Sales
Three Bala Plaza West Suite 600
Bala Cynwyd, PA 19004
(484) 424-0142 (phone)
(800) 830-1839 (toll-free)
www.investedge.com
Membership Level: Silver Service Member
Valued member since August 2007
InvestEdge is a leading provider of innovative advisor solutions to financial institutions. Our integrated 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/fiduciary monitoring, and data aggregation tools. Through MMxCHANGE, we provide a marketplace of investment products for wealth management firms.



Products and Services:
  • Trust & Investments


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