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InvestEdge

InvestEdge partners with progressive leaders of investment firms who advise and serve prosperous individuals and families. Their sole focus is the delivery of innovative thinking and proven wealth management technology. 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.

Since inception in 2000, InvestEdge has steadily grown into a premier provider of wealth management solutions developed specifically for large investment firms whose success hinges on a blend of performance and service. The company’s founders applied their collective years of experience in developing large scale investment systems and web applications to launch the firm. The resulting solution enables advisors to remain focused on servicing customers and gathering additional assets.

The RIMES Managed Data Services are a complementary service for InvestEdge solution users who wish to benefit from nearly 1,000 data sources from over 200 data partners at RIMES, covering all asset classes.

RIMES is able to feed the following system:

  • InvestEdge (cloud-based, middle office performance and reporting)

 

Have a specific system requirement?

Get in touch, we can handle it for you.