List of InvestEdge Platform Customers
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United States
Since 2010, our global team of researchers has been studying InvestEdge Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased InvestEdge Platform for Governance, Risk and Compliance from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using InvestEdge Platform for Governance, Risk and Compliance include: KeyBank, a United States based Banking and Financial Services organisation with 17396 employees and revenues of $7.29 billion, TD Asset Management, a Canada based Banking and Financial Services organisation with 3500 employees and revenues of $1.30 billion, Wilmington Trust, a United States based Banking and Financial Services organisation with 2672 employees and revenues of $400.0 million, Glemende, a United States based Banking and Financial Services organisation with 541 employees and revenues of $240.0 million and many others.
Contact us if you need a completed and verified list of companies using InvestEdge Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Glemende | Banking and Financial Services | 541 | $240M | United States | InvestEdge | InvestEdge Platform | Governance, Risk and Compliance | 2005 | n/a |
In 2005, Glemende integrated the InvestEdge Platform into its Northfield optimization environment to streamline overlay portfolio management, rebalancing and portfolio manager workflows in the United States. The integration embedded InvestEdge Platform capabilities alongside Northfield analytics and execution controls, focusing deployment on overlay portfolio execution, automated rebalancing rules, and manager facing workflow orchestration within the optimization layer. The implementation emphasized operational alignment between portfolio construction signals and execution mechanics rather than front office custody services.
Glemende leveraged InvestEdge Platform modules for overlay management, rebalancing automation, trade supervision and portfolio manager workflow orchestration, and module usage for compliance monitoring and account oversight is inferred from InvestEdge's platform capabilities and the vendor's historical positioning in trade supervision and compliance. The configuration positioned InvestEdge Platform within the Governance, Risk and Compliance category to provide centralized oversight and rule based controls integrated into the Northfield stack across Glemende's United States operational scope. Governance adjustments centered on standardizing overlay procedures and embedding automated supervision and account oversight into portfolio manager workflows.
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KeyBank | Banking and Financial Services | 17396 | $7.3B | United States | InvestEdge | InvestEdge Platform | Governance, Risk and Compliance | 2012 | n/a |
In 2012 KeyBank implemented the InvestEdge Platform to support portfolio management, client reporting and compliance monitoring for its trust and wealth businesses in the United States. The deployment is described in public reporting as leveraging InvestEdge Platform within Governance, Risk and Compliance workflows for institutional trust and wealth operations.
The implementation included core portfolio management and client reporting capabilities of the InvestEdge Platform, and public sources explicitly cite compliance monitoring as a use case. Module usage for trade supervision and account monitoring is consistent with InvestEdge Platform product scope and industry reporting, and the implementation narrative indicates configuration of rule based surveillance and automated compliance alerting alongside standardized client reporting workflows.
Public disclosures do not list named third party integration endpoints or a specific deployment architecture, therefore no specific system integrations are claimed in source material. Operational coverage is identified at the trust and wealth business lines in the United States, with the platform used to centralize portfolio management, client reporting and compliance oversight across those business functions.
Governance adjustments are described at a functional level, with the InvestEdge Platform instituted to standardize supervisory workflow and compliance governance across trust and wealth teams. Detailed rollout sequencing and program governance owners are not disclosed in the reporting, leaving governance described at the process and functional standardization level rather than as named organizational roles.
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TD Asset Management | Banking and Financial Services | 3500 | $1.3B | Canada | InvestEdge | InvestEdge Platform | Governance, Risk and Compliance | 2015 | n/a |
In 2015 TD Asset Management deployed InvestEdge Platform for Governance, Risk and Compliance. The InvestEdge Platform was applied to management of segregated fixed income and equity models and US mutual fund and ETF models for TD Wealth USA clients, enabling portfolio modeling and trade orchestration in response to tactical and geographic asset class changes.
The implementation configured model governance and compliance monitoring workflows, including rule based validation of model holdings, rebalancing orchestration, and exception and restriction handling for advisor accounts. The platform supported design and execution of large block trades and multi currency trade workflows used to implement model changes and new cash inflows and outflows on the Unified Managed Account platform.
InvestEdge Platform was integrated with data and research sources such as Bloomberg, Morningstar, FIS TrustDesk and internal APL to aggregate pricing, research and trust accounting inputs for portfolio analysis and trade validation. Operational coverage focused on TD Asset Management in Toronto, supporting Institutional Sales Team members, U.S. Investment Advisors and TD Wealth USA Wealth Advisors in portfolio construction, rebalancing services and RFP modelling.
Governance workstreams included authoring TDAM policies and procedures and embedding those controls into workflow steps to enable pre trade checks, audit trails and standardized approvals, supporting control consciousness and timely fixes before market close. The platform centralized structured presentation of multi source analytics, enabling senior management reviews and deep analytical assessment of FX trading risk.
Operational practices emphasized sales support and advisor enablement, answering complex portfolio enquiries, providing guidance on asset allocation and special securities, and assisting with scalable books of business and bulk trading. The implementation aimed to reduce operational errors through preparation and process standardization and to support institutional sales and advisor workflows for rebalancing and customized accounts.
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Banking and Financial Services | 2672 | $400M | United States | InvestEdge | InvestEdge Platform | Governance, Risk and Compliance | 2004 | n/a |
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