InvestEdge® is a leading provider of wealth management solutions to large banks, trust companies, brokerage firms, and financial advisors.
Joined November 2016
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18 Jan 2023
Request a demo today at: bit.ly/3ZIzhuW
#compliancemonitoring #regtech #complianceregulations #fintech #complianceofficer #tradesurveillance
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21 Dec 2022
Wishing everyone a happy and healthy holiday season!
#happyholidays #merrychristmas2022 #SeasonsGreetings
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28 Nov 2022
REGISTER at bit.ly/3Xwy9JI for this expert-led discussion on Thursday, December 8 at 2pm ET.
#fintech #compliancemonitoring #financialregulation #surveillancemonitoring #fiduciarymonitoring #regtech #bankingtechnology #financialtechnology #FINRA #tradesurveillance
28 May 2021
As we close out the week and look forward to spending time with family and friends, we'd like to wish everyone a safe and happy Memorial Day Weekend!
#rememberance #memorialdayweekend #neverforget #memorialday #thankyouforyourservice
17 Feb 2021
Visit us at the Wealth Management and Trust Virtual Conference next week and you could WIN a $200 Amazon.com gift card! #ABAWMTC #wealthmanagement #financialservices
21 Jan 2021
We are delighted to announce that we've been selected as a finalist in the category of INNOVATIVE CLIENT SOLUTION for our enhanced Compliance Surveillance solution! Learn more about why over 100 Bank/Trust companies choose InvestEdge, visit investedge.com/what-we-do/co…
5 Oct 2020
PRESS RELEASE: InvestEdge Acquired by Feathergill Capital. Featheringill’s backing solidifies InvestEdge’s financial position and will provide access to capital for continued investment in the company’s products. investedge.com/wp-content/up…
25 Aug 2020
Check out our feature article in the latest edition of WealthManagement.com's Midyear Outlook.
bluetoad.com/publication/?i=… #wealthmanagement.com #midyearoutlook #regtech #finacialservices
7 Aug 2020
We are excited about the opportunity to discuss ways in which firms can offer holistic wealth management advice through their product and service offerings with members of the Financial Services Institute next week. To learn more, register to attend at financialservices.org/events…
20 Jul 2020
We'll be at the @ABABankers Risk & Compliance Virtual Conference ready to digitally mix and mingle with you in the #ABARCV Marketplace! Be sure to visit our virtual booth to take our survey for your chance to win a prize! Learn how you can attend: bit.ly/3eyGRQZ
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14 Jul 2020
InvestEdge CTO Jeff Cowley explains why it’s important to offer a Compliance platform that can holistically service SEC and FINRA based accounts, along with traditional fiduciary trust accounts regulated by the OCC Reg. 9 policy. Read the full article at investedge.com/wp-content/up…
2 Jul 2020
InvestEdge is thrilled to announce being chosen as one of @BankingCIO's Top 10 companies at the forefront of providing Wealth Management Technology solutions impacting the marketplace. #fintech #WealthManagement #financialservices
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24 Jun 2020
We are honored to be selected as a finalist in the category of Technology Providers - Portfolio Managment, Accounting and Performance Reporting for our UMA Approach to Portfolio Manangement by WealthManagement.com. #fintech #WealthManagement #financialservices
9 Jun 2020
Wealth Advisor's 2020 Trust Technology Buyers Guide Features InvestEdge Among Its Top Vendors. investedge.com/wp-content/up… #wealthadvisor #fintechnews #bankingtechnology
30 Mar 2020
We are honored to be recognized and shortlisted in the categories of Compliance and Innovative Client Solution. #FinancialServices #WealthManagement
