ADVISORS

CHANGE THE WAY YOU INVEST

Our proprietary software solution consumes market data, and using sophisticated mathematical analysis, delivers actionable investment management insights to advisors.

WHO WE ARE

SOPHISTICATED ANALYTICS,
SIMPLE SOLUTIONS

Through your partnership with EdgeTech, we act as your back-office investment committee. Our technology will provide trade recommendations based on its daily analysis of the market’s price movement. You can then implement these recommendations for your client’s portfolios. There’s no complicated software to learn, the process to master, or data to interpret.

REACTIVE AND PROACTIVE

HARNESSING THE POWER OF SOPHISTICATED TECHNOLOGY

An ever-changing market requires EdgeTech’s uniquely reactive and proactive portfolio technology. Watch the video below to see how our technology can change the way you invest.

INNOVATION IS THE CORE VALUE

“Once you get out of the innovation business and into the justification business, you begin to head out of business.”

WHAT WE SOLVE

HOW OUR TECHNOLOGY HELPS

The most valuable time in an advisor’s day is the time that they spend with their clients. Sometimes this has to take a back seat to administrative, clerical, and investment responsibilities. Let EdgeTech help with the investment responsibilities so you can spend more time with your clients.
Every aspect of the financial services industry has been hit with fee compression. Cost is only cost in the absence of value and EdgeTech-powered investment strategies can be the difference that sets your advisory practice apart from the competitors.
Advisory firms with a quantifiable, repeatable, and transferrable investment management solution can command a higher multiple at the time of sale. EdgeTech can help bring value to your practice no matter what stage of the life-cycle you are in.

HOW WE HELP

DESIGNED TO FIT YOU

Our quantitative approach can be custom-tailored to accomplish a wide range of advisor and client needs.

OUR APPROACH

ADVISOR TESTIMONIALS

ARTICLES

NEWS & RESOURCES

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