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InvestEdge

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

Products

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..