InvestEdge Named Best Reporting Solution By Private Asset Management
PHILADELPHIA, Feb. 12, 2018 /PRNewswire/ -- InvestEdge, the leading provider of innovative wealth advisory solutions, proudly accepted the award for Best Reporting Solution during the Private Asset Management (PAM) Awards ceremony held in New York City last week.
"The judging process is rigorous and thorough to ensure that all the entries receive full consideration and that the most deserving winners are chosen," according to PAM. "The PAM Awards are designed for top investment professionals, wealth advisors, legal firms, consultants and other key service providers operating within the private asset management industry who have proved themselves over the course of the last year."
"We are extremely honored to receive a PAM award this year recognizing our industry leading client reporting solution," says Brian Burns, President of InvestEdge. "Providing quality reporting requires constant reevaluation of a client's need in a way that can be easily understood, but technical enough to allow the advisor to demonstrate their investment strategy for each client. InvestEdge is committed to high quality client communications that are valuable to both client and advisor."
The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts. For more information on Private Asset Management (PAM), visit http://fundintelligence.global/privateassetmanagement/.
About InvestEdge, Inc.
InvestEdge is a leading provider of innovative advisor solutions to financial institution firms. Our integrated platform provides a full-suite of tools that simplify complicated wealth management processes and reduce overall operational risk. The full-stack solution automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools. Thru our subsidiary MMxCHANGE, we bring an industry first marketplace for client and investment portfolio solutions. To learn more, visit http://www.investedge.com or call 1-800-830-1839.
SOURCE InvestEdge, Inc.
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