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InvestEdge
InvestEdge provides wealth management solutions including CRM capabilities for financial institutions, brokerage firms, and family offices.
Email: info@investedge.com
Phone: +1-800-830-1839
Web: https://www.investedge.com/
products
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InvestEdge Platform
Integrated platform with client relationship management, portfolio management, trading, compliance, client reporting, and document management aimed at wealth management professionals.