The platform has been selected in order to manage and report on client assets totaling approximately US$4.5 billion.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Reed Murphy, chief investment officer at Central Trust, remarked, "InvestEdge will provide the firm’s wealth advisors and relationship managers with secure, simplified access to industry-leading tools for portfolio management, performance measurement, client reporting, and compliance monitoring."
"By centralizing these mission-critical tasks, Central Trust will be equipped to streamline operations and deliver enhanced service to thousands of clients," he added.
Bob Stewart, President and CEO of InvestEdge said that the platform will enable Central Trust to achieve their wealth management objectives.
Currently, InvestEdge is used by 52 investment firms that collectively manage assets totaling more than US$689 billion.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
