InvestEdge

InvestEdge provides wealth management solutions including CRM capabilities for financial institutions, brokerage firms, and family offices.

Is this your company?

Email: info@investedge.com

Phone: +1-800-830-1839

Web: https://www.investedge.com/

products

• InvestEdge Platform
  Integrated platform with client relationship management, portfolio management, trading, compliance, client reporting, and document management aimed at wealth management professionals.