InvestEdge, Inc.

InvestEdge, Inc. InvestEdge is web-based software for managing, measuring, and reporting on high net worth and ultra-high net worth portfolios.

InvestEdge partners with progressive leaders of investment firms who advise and
serve prosperous individuals and families. Our sole focus is the delivery of
innovative thinking and proven wealth management technology to help you grow
your business and deliver the ultimate client experience. Today, dozens of the
world's leading advisors rely on InvestEdge for managing, measuring and
reporting on

the assets of high net worth and ultra-high net worth clients. Our talented, knowledgeable and dedicated team-combined with our patented
wealth management solutions-enables you to focus on what matters most:
Building stronger, deeper and more profitable relationships with your clients.

02/23/2018
Congratulations to all winners at last night's PAM Awards! We are truly proud of the recognition our Client Reporting so...
02/09/2018

Congratulations to all winners at last night's PAM Awards! We are truly proud of the recognition our Client Reporting solution has received within the industry. For more information about our award-winning products and services visit http://www.investedge.com/who-we-are/awards/

Stop by booth  #721 to learn more about why firms like yours are meeting with us.
01/29/2018

Stop by booth #721 to learn more about why firms like yours are meeting with us.

We're looking forward to sharing what's new and in store for 2018!
01/23/2018

We're looking forward to sharing what's new and in store for 2018!

We are very proud to be recognized and shortlisted for "Best Reporting Solution" at the 2018 Private Asset Management Aw...
12/18/2017

We are very proud to be recognized and shortlisted for "Best Reporting Solution" at the 2018 Private Asset Management Awards.

To learn more about how to deliver more meaningful client reports, download our recent commentary https://lnkd.in/exYzzRj

Congratulations to our subsidiary company MMxCHANGE for being shortlisted in the category of "Private Banking - Innovati...
12/18/2017

Congratulations to our subsidiary company MMxCHANGE for being shortlisted in the category of "Private Banking - Innovation" for the 2018 Private Asset Managment Awards!

InvestEdge shortlisted in FOUR categories for the Family Wealth Report Industry Awards... http://www.investedge.com/wp-c...
12/05/2017

InvestEdge shortlisted in FOUR categories for the Family Wealth Report Industry Awards...http://www.investedge.com/wp-content/uploads/Press-Release-Family-Wealth-Report-Awards-Shortlist-2018.pdf

We are truly honored to be recognized as one of Pennsylvania's Best Places To Work for creating and maintaining workplac...
12/01/2017

We are truly honored to be recognized as one of Pennsylvania's Best Places To Work for creating and maintaining workplace excellence.

100 Winning Companies Honored at Annual Event in Lancaster Over 1,000 guests from all corners of the commonwealth gathered in Lancaster tonight to find out which companies would be named the Best Places to Work in Pennsylvania. Congratulations to Faulkner Subaru – Mechanicsburg; WebpageFX, Inc.; a...

Client reports are a unique opportunity for advisors to demonstrate the value they add in managing investor's wealth and...
11/15/2017

Client reports are a unique opportunity for advisors to demonstrate the value they add in managing investor's wealth and their future. In our latest commentary Delivering More MEANINGFUL Client Reports, we unpack five ways advisors can add value to their reporting - and ultimately add value to their client relationships.

Address

1 Belmont Avenue
Bala Cynwyd, PA
19004

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 12am - 11pm

Telephone

(610) 747-0123

Alerts

Be the first to know and let us send you an email when InvestEdge, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to InvestEdge, Inc.:

Share