InvestEdge Recognized for Excellence in Support and Service for Investment Advisors
DALBAR Analysis of InvestEdge Client Survey Confirms Support & Service Leadership Position
PHILADELPHIA, Aug. 14, 2012 /PRNewswire/ -- DALBAR, Inc. announced today that InvestEdge, Inc. was awarded DALBAR's Recognition for Excellence in Support and Service. This recognition is awarded to firms that deliver superior support and service to their clients.
The coveted third-party endorsement results from a rigorous audit of InvestEdge's HNW advisor clients. The analysis affirms InvestEdge's leadership position in critical areas such as clarity and consistency of client communications, relationship management skills, cost transparency, and support during testing.
The firm's reputation for outstanding service has helped to fuel the company's strong and steady growth. InvestEdge has averaged greater than 30 percent growth year-to-year since its founding in 2000. Today, 59 HNW investment firms rely on the solution for portfolio management, performance reporting, trade automation, and compliance monitoring.
"A company is only as good as its reputation," says Bob Stewart, President and CEO of InvestEdge. "It's extremely gratifying that our team is recognized for the care and attention we strive to deliver with every interaction. It was a key principle upon which InvestEdge was created, and one we are committed to maintaining in the future."
About InvestEdge, Inc.
InvestEdge is a leading provider of innovative advisor solutions to large banks, HNW advisors, and brokerage firms. Through an integrated wealth management platform, InvestEdge automates key front-office functions including portfolio management, performance measurement, client reporting, compliance monitoring, and trade automation. Founded in June of 2000, InvestEdge has quickly grown through the addition of major customers such as Wilmington Trust, Glenmede Trust, Keybank, Huntington National Bank, TD Bank, and Greycourt and Co. To learn more, visit http://www.investedge.com/ or call 1-800-830-1839. InvestEdge is a registered trademark of InvestEdge, Inc.
About DALBAR
DALBAR, Inc., the nation's leading financial services market research and consulting firm, is committed to raising the standards of excellence in the financial services industry. With offices in both the US and Canada, DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors to the mutual fund, broker/dealer, life insurance, property and casualty, and managed account industries. Measurements include investor behavior, customer satisfaction, service quality, communications, Internet services, and financial professional ratings. To learn more, visit www.DALBAR.com.
SOURCE InvestEdge, Inc.
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