Our Relationship

We’re meant to be an extension of your back office team.

The EdgeTech system is designed to work in tandem with your investment management practice and allows you to custom select models that fit your client’s investment goals, individual risk tolerances, and desired trading activity levels.

Meet the EdgeTech Team

You will be assigned an EdgeTech Software Specialist that will be your guide. They will learn about your practice and client needs and assist you through the entire process.

Client Onboarding

Our onboarding process is optimized for ease and expediency. Your Software Specialist will spend time learning about your advisory practice and work with you to explain, build, and implement your EdgeTech solutions.

Custom Portfolio Construction

At EdgeTech we offer two different solutions- EdgeTech Standard Solutions and Custom Built Portfolios. You and your Software Specialist will work hand in hand to create a strategy for you and your clients.

Ongoing Support

While EdgeTech is all about innovative technology, we believe human interaction and support is just as important. We send out Weekly Podcasts from our CEO, President, and Vice President. EdgeTech also sends out Market Insights and Talking Points to help initiate client interactions. Each quarter, we send out Newsletters written by our Executive Team and you’ll have regular touch base meetings with your EdgeTech Team Member. EdgeTech also holds Annual Conferences where you can meet the EdgeTech Team and other EdgeTech Advisors.

See EdgeTech in action

We know your time is valuable. That’s why we created an on-demand demo that walks you through how our technology works—without the pressure of a sales call.