Jump to Content
ABA Logo
Jump to Secondary Nav Jump to Secondary Nav
Abstract shapes
Conference

Wealth Management and Trust Conference

View Program
Podcast

Unified Managed Accounts with Compliance Oversight

Brought to you by: InvestEdge

Sponsor

invest edge
InvestEdge

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.