Three Bala Plaza West Suite 600InvestEdge 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.
Bala Cynwyd, PA 19004
(484) 424-0142 (phone)
(800) 830-1839 (toll-free)
Membership Level: Silver Service Member
Valued member since August 2007
Products and Services:
Search for Another Company