Created By Advisors For Advisors

Our technology is an investment solution that you can use to completely customize your asset allocation according to your risk tolerance and goals, and react to market moves using data, not emotion or hunches. EdgeTech gives you the power to make informed decisions, not knee-jerk reactions.

Practice Management

The most valuable time in an advisor’s day is the time that they spend with their clients. Sometimes this has to take priority over administrative, clerical, and investment responsibilities. Let EdgeTech help with the investment responsibilities so you can spend more time with your clients.

Fee Justification

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.

Legacy Planning

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.

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

Sophisticated Analytics, Simple Solutions.

Our technology is specifically engineered to identify emerging trends as well as trends currently underway allowing a portfolio to meaningfully participate in those specific assets. When our technology identifies declining trends, it responds by recommending more defensive asset classes that may include cash.

The speed at which information flows today makes it more important than ever to make informed investment choices. These investment choices should be based on a strategy that is active and quantifiable while filtering out emotional responses and the noise of an ever-growing amount of daily information.

Schedule a demo to see our technology in action.

Our Approach

Analyze Market Data

EdgeTech’s proprietary software consumes market data using a sophisticated mathematical analysis

Make Recommendations

We provide trade recommendations based on its daily analysis of the market’s price movement

Implement Trades

You can implement these trade recommendations for your clients portfolios

Want to see EdgeTech in Action? Learn More.

We’d be happy to discuss how the EdgeTech technology can help your practice. Contact us today to get started.