InvestEdge, Inc.

2400 Ansys Drive, Suite 102
Canonsburg, PA 15317

About InvestEdge, Inc.

InvestEdge® is a leading provider of innovative advisor solutions to wealth management firms. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools.

Competitors of InvestEdge, Inc.

Doxim

The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access. Read More

BlackLine

BlackLine Systems specializes in solutions that optimize and automate financial close processes. An astonishing number of processes within the accounting and finance group are still manual, spreadsheet-driven, and error-prone. The functionality that is offered in BlackLine's applications is... Read More

FundCount

Founded in 1999, FundCount is a global solutions provider of accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients worldwide. FundCount software integrates on a single platform all portfolio, partnership... Read More