InvestEdge

InvestEdge is a leading provider of innovative advisor solutions to financial institution firms.   Our award winning  open architecture platform provides a full suite of tools that automates key front-office functions that include advisor dashboard, alerts, portfolio management, performance measurement, reporting, compliance monitoring, trade/rebalancing, data aggregation, client and investment (thru MMxChange a subsidiary of InvestEdge) portal solutions.

MMxChange is the first digital distribution portal servicing the wealth management industry.  MMxChange provides a digital marketplace that lets you design, build and control your own custom investment platform – at a fraction of the cost of other platforms. Its unbundled open architecture allows you to select the solutions you need, when you need them, so you can always meet your clients’ specific goals in a quickly changing market. This unprecedented flexibility enables you to scale your business at a lower cost.