Article: InvestEdge Equips Banks and Advisors with Turnkey Compliance Solution to Proactively Monitor and Review Client Portfolios.

Workflow Compliance Solution Enables Firms to Conduct Account Investment Reviews and Administrative Reviews with Less Risk and Cost

PHILADELPHIA, Jan. 29 /PRNewswire/ -- InvestEdge, Inc., a rapidly growing provider of wealth management solutions to large investment firms, has enhanced its ability to help banks and advisors adhere to an increasingly stringent regulatory environment. The company's recently updated Compliance Solution, which is now available as a stand-alone product independent of the other InvestEdge services, equips firms to systematically monitor and review portfolios at a more granular level.

The InvestEdge compliance solution replaces ...

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