InvestEdge

About

InvestEdge provides a platform with a streamlined set of suites and tools to handle all aspects of wealth management, including portfolio management, trading and rebalancing, performance metrics, reporting, and data aggregation. With over 18 years in the industry, InvestEdge is one of the most reliable and trusted FinTech companies on the market. In the spring of 2018, InvestEdge surpassed $1T in client assets under management on the InvestEdge platform.

Contacts

Products / Services

  • Portfolio Management
  • Performance Mesurement
  • Client Reporting
  • Compliance and Fiduciary Monitoring
  • Rebalancing
  • Trading
  • Data Aggregation
  • Unified Managed Accounts
  • Client Portal

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 11
Partnership: 0
With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable...

Partnership

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