Value proposition

Innovative Advisor Solutions

InvestEdge's ComplianceEdge is a revolutionary Trade Supervision & Account Monitoring platform that enables Broker Dealers, RIAs and Bank Trust companies to provide their customers with the highest levels of stewardship, while exceeding the ever-evolving regulatory guidelines.

We create the highest standard of outcomes for our customers' compliance and risk groups.

We believe that the compliance officer of the future should play a pivotal role in how financial firms are built, grown, and run. That’s why we empower them with the technology and knowledge to transform the firms they serve.

The ComplianceEdge investment management compliance solution supports surveillance, monitoring, and reviews for brokerage, advisory, and fiduciary accounts. Built on a portfolio management platform ComplianceEdge minimizes investment firms regulatory risk when working with the OCC, FDIC, FINRA, and SEC Regulators.


Compliance, Performance, fintech, investment technology, financial services, fiduciary monitoring, Regtech, RegBI, and Trade Supervision and Account Monitoring