Visit us at the Wealth Management and Trust Virtual Conference next week and you could WIN a $200 https://t.co/vXsEU7lvjQ gift card! #ABAWMTC#wealthmanagement#financialservices
We are delighted to announce that we've been selected as a finalist in the category of INNOVATIVE CLIENT SOLUTION for our enhanced Compliance Surveillance solution! Learn more about why over 100 Bank/Trust companies choose InvestEdge, visit https://t.co/fyymwHQoYZ
PRESS RELEASE: InvestEdge Acquired by Feathergill Capital. Featheringill’s backing solidifies InvestEdge’s financial position and will provide access to capital for continued investment in the company’s products. https://t.co/DQJ8aUSQrJ
We are excited about the opportunity to discuss ways in which firms can offer holistic wealth management advice through their product and service offerings with members of the Financial Services Institute next week. To learn more, register to attend at https://t.co/0j5qKlbAiA
We'll be at the @ABABankers Risk & Compliance Virtual Conference ready to digitally mix and mingle with you in the #ABARCV Marketplace! Be sure to visit our virtual booth to take our survey for your chance to win a prize! Learn how you can attend: https://t.co/7am4tbArEd
InvestEdge CTO Jeff Cowley explains why it’s important to offer a Compliance platform that can holistically service SEC and FINRA based accounts, along with traditional fiduciary trust accounts regulated by the OCC Reg. 9 policy. Read the full article at https://t.co/CnmzPPhaRP
InvestEdge is thrilled to announce being chosen as one of @BankingCIO's Top 10 companies at the forefront of providing Wealth Management Technology solutions impacting the marketplace. #fintech#WealthManagement#financialservices
We are honored to be selected as a finalist in the category of Technology Providers - Portfolio Managment, Accounting and Performance Reporting for our UMA Approach to Portfolio Manangement by https://t.co/9TR1TK8syC. #fintech#WealthManagement#financialservices