How EdgeTech works

Every evening, our system runs an automated scan of price data from thousands of mutual funds, ETFs, and individual issue stocks.

We use mathematical analysis to detect subtle shifts in price performance, volatility, and short-term trends—giving you a clearer picture of what’s happening in the market right now. Unlike static strategies or emotional decision-making, our system is built to evolve with the market, not chase it. That means advisors can respond faster without second-guessing their next move.

Each investment is assigned a composite score, ranking its strength based on real market behavior.

• Alpha Models focus on maximizing return
• Beta Models focus on managing risk and volatility

These scores aren’t based on opinions, forecasts, or news sentiment. They’re the result of objective, quantitative analysis. Every position is evaluated the same way, making your investment process consistent and defendable. Whether you’re seeking outperformance or downside protection, there’s a model that aligns with your strategy.

The platform recommends specific trades based on each client’s model, so you know exactly what to buy, hold, or replace. You stay in control. The system provides clarity, not mandates.

• Personalized trade suggestions aligned to your client’s risk profile
• Clear buy/sell/hold signals based on scoring models
• Built-in rationale to help you communicate decisions effectively
• Smart re-entry signals after defensive moves like going to cash

Each trade signal is delivered with context, helping advisors explain the “why” behind every move. You’re not relying on gut instinct. You’re equipped with data to back up every recommendation. This brings credibility to your advice and confidence to your clients.

Start with EdgeTech’s models, then shape them to fit your firm—with our team by your side.

• Use our off-the-shelf Alpha and Beta models
• Adjust allocations or features with guidance from your EdgeTech team
• Build a fully custom model in collaboration with us

You’re never left on your own—and you’re never boxed in. Unlike platforms that offer rigid tools or self-serve complexity, EdgeTech gives you flexibility with support. Whether you want to fine-tune a model or design something new, your dedicated EdgeTech team will consult with you directly. You make the calls. We help you make them confidently.

With EdgeTech, you’re not just “managing money.” You’re delivering a transparent, explainable, and repeatable process.

• Defend your fees
• Respond to volatile markets
• Offer a tech-forward experience

Clients don’t want to hear guesses. They want to see a plan. EdgeTech gives you the language, tools, and evidence to show how their portfolio is managed with precision. It turns complexity into clarity, helping you deepen trust and demonstrate ongoing value.