Tag : InvestEdge

First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge
Finance Investment Services News

Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge

Fintech News Desk
by Fintech News Desk0
Proven Workflow and Case Management Tools Improves Accuracy and Efficiency Snowden Lane Partners, a hybrid Broker-Dealer and Registered Investment Advisor financial services firm based in New York City, has gone live with the ComplianceEdge Trade Surveillance and Account Monitoring solution from InvestEdge. InvestEdge Inc., is a leading provider of innovative advisor......
InvestEdge Acquired by Featheringill Capital
Capital Markets Fintech Investment Services News

InvestEdge Acquired by Featheringill Capital

Fintech News Desk
by Fintech News Desk0
InvestEdge, Inc., the leading provider of compliance software to financial institutions, announced that Featheringill Capital has acquired a majority interest in the company.  Senior management supported and participated in the transaction, as it allows InvestEdge to better serve its customers with enhanced products and support.  Featheringill’s backing solidifies InvestEdge’s financial......
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