Explore Our Capabilities
Our comprehensive suite of features covers every aspect of wealth management, from investment research and analytics to portfolio management and client reporting.
With seamless integration with data aggregators and market data providers, as well as advanced AI capabilities, Asset Edge Solutions is the ultimate solution for modern wealth management professionals.
Key Features
01. Research & Analytics
Our platform empowers your investment team to monitor all investments in client portfolios or your future pipeline of investment opportunities. It facilitates the recording of research notes, automates the capture of fund documents through robotic technology, and conducts customized analytics on peer universes or benchmark sets. Customizable views surface key data, making it readily accessible to your CIO and research analysts.
Our platform provides Family Offices and Asset Allocators with the tools to analyze individual portfolios or a composition of multiple portfolios and partnerships. It offers aggregated views that calculate time-weighted returns and internal rates of return (IRR) across various time periods and levels of aggregation, including Advised vs. Non-Advised assets. The platform's analytics capabilities extend to liquidity analysis, private equity reporting, exposure reporting, and tax reporting, applicable to both individual portfolios and composite sets.
02. Portfolio Management & Analytics
03. Client Reporting & Investor Portal
The Asset Edge platform offers an extensive suite of client reports that clearly display summaries of total assets for Family Office clients or Asset Allocators, as well as performance details at the position, asset class, and overall portfolio levels. The platform allows for each client report to be customized to meet individual client needs. Additionally, the Investor Portal provides clients with access to all generated reports and a robust Document Repository, facilitating quick information sharing with accountants or other third parties for ultra-high net worth individuals.
04. Customer Relationship Management (CRM)
Asset Edge provides CRM capabilities enabling Family Offices to track their investors, investment-related contacts, and associated third parties. Our CRM allows for the linking of contacts to one or more accounts, ensuring that all communications, such as emails, notes, and documents, can be associated with specific contacts or accounts. Additionally, the CRM supports permissions management within our Investor Portal, allowing clients to finely adjust access rights. Family Offices can also track prospects, tag them for effective pipeline management, and utilize our task tracking features to gain a clear visualization of tasks across the entire team.
05. Operational Excellence
Our platform equips clients with advanced tools for business management in the alternative investment sector, which lacks standardized reporting methods. By leveraging robotic automation and artificial intelligence, we efficiently process capital statements, subscription and redemption documents, capital call notices, and distribution documents. Our experienced team supports both your back and middle-office operations, enhancing operational efficiency, reducing human error, and accelerating client reporting.
Benefits
Empower your business with cutting-edge solutions that streamline processes and optimize performance. Our innovative approach sets us apart and ensures outstanding quality for our clients.
Efficiency
Deliver unparalleled client satisfaction with our top-notch services. Our commitment to excellence and dedication to quality guarantee a truly exceptional experience for our clients.
Customization
Working with us and our team of experts allows you to make data-driven decisions while gaining valuable insights into client portfolios and market trends. Stay ahead of the curve, ensuring your best performance.
Insight
Protect your data and client information with robust security features, ensuring peace of mind and compliance with industry standards.
Security
Confidently grow your wealth management business with Asset Edge Solutions, designed to scale seamlessly with your evolving needs.
Scalability
Experience professionalism at its peak with our exceptional services. We deliver only the best to meet the unique needs and preferences of our clients.
Comprehensive Support