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March 02, 2009 at 07:00 PM
To meet the needs of that “increasingly stringent regulatory environment,” InvestEdge (www.investedge.com) has updated its Compliance Solution application for banks and financial advisors and made it available as a stand-alone product.
According to InvestEdge Vice President Jeff Cowley, the turnkey program equips firms with the tools to systematically monitor and review portfolios, replaces error-prone manual processes, and enables advisors “to adhere to more exacting standards for managing and monitoring discretionary assets.”
