Investedge, Inc.

wealth management solutions investedge® is a leading provider of wealth management solutions to large banks, trust companies, brokerage firms, and financial advisors. our emphasis is on solving our client’s critical business issues that enables them to achieve greater profitability, enhanced client experience, reduced risk, and greater efficiency. through an integrated wealth management platform, investedge automates key front and middle office functions including portfolio management, performance measurement, performance scrubbing, client reporting, compliance monitoring, and trade automation. a foundation for client service investedge is built on a foundation of partnering with our clients. according to nick voutsakis, glenmede’s chief technology officer, producing large quantities of customized reports requires an internal commitment to excellence, as well as a technology partner who can help deliver on the vision. “in 2006, we recognized investedge was that company,” he states.