InvestEdge provides wealth management solutions including CRM capabilities for financial institutions, brokerage firms, and family offices.
Email: info@investedge.com
Phone: +1-800-830-1839
Web: https://www.investedge.com/
InvestEdge Platform
Category: Client Relationship Management (CRM) Systems
Integrated platform with client relationship management, portfolio management, trading, compliance, client reporting, and document management aimed at wealth management professionals..
More..