InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms, and financial advisors. InvestEdge solutions are used by more than 100 investment firms representing more than $1 trillion in collective assets under management.
The company offers an integrated suite of tools that simplify and streamline portfolio management, trading and rebalancing, performance reporting, compliance monitoring, data aggregation and more.
Anexinet helped InvestEdge scale for growth by implementing an Agile product management and software development methodology that drastically increased its ability to roll out innovative new products at a much faster pace – for example, InvestEdge built a new Compliance Middle Office product, a Manager Model Exchange, and UMA functionality within a year of the transformation.
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