dalbar reporting award 2012
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Media Contact Brian Burns 610-747-0123 [email protected]
InvestEdge Earns DALBAR Communications Seal of Excellence for Investment Reports
Recognition Awarded based on Quality and Clarity of Investment Presentations
PHILADELPHIA, PA—January 29, 2013—DALBAR, Inc. recently announced that InvestEdge, Inc. was awarded the DALBAR Seal of Excellence for Communications in Investment Reporting. The prestigious DALBAR seal is awarded to financial service communications that display excellence in meeting the needs of their customers. The third-party endorsement recognizes firms that provide investment reports of exceptional quality and clarity. Following a rigorous evaluation of investment report content and design, InvestEdge received an “Excellent” designation, which is the highest recognition from DALBAR. The results of the evaluation indicate that InvestEdge reports:
• Support the clients’ need to examine their portfolios from a variety of perspectives
• Support the financial advisor’s need for high-quality, high-value client communications
• Increases assets under management through expanded client relationships. “We’re honored to be acknowledged, but the real winners are the investment advisors that entrust us to meet their reporting needs,” states Brian Burns, Chief Operating Officer at InvestEdge. “Our clients understand the critical role of delivering consistent investment communications that are both clear and professional. They recognize that providing the best reports possible delivers competitive advantage, increases assets under management, and results in long-term relationships.” InvestEdge is now used by 70 investment firms that collectively manage assets totaling more than $663 billion. Through an integrated wealth management platform, InvestEdge automates key front-office functions including portfolio management, performance measurement, client reporting, compliance monitoring, trade automation and data aggregation.
#### About InvestEdge, Inc. InvestEdge is a leading provider of innovative advisor solutions to large banks, HNW advisors, and brokerage firms. Founded in June of 2000, InvestEdge has quickly grown through the addition of major customers such as Wilmington Trust, Glenmede Trust, KeyBank, Central Trust and Investment Co., Huntington National Bank, and Greycourt and Co. To learn more, visit
http://www.investedge.com/or call 1-800-830-1839. InvestEdge is a registered trademark of InvestEdge, Inc. About DALBAR DALBAR, Inc., the nation’s leading financial services market research and consulting firm, is committed to raising the standards of excellence in the financial services industry. With offices in both the US and Canada, DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors to the mutual fund, broker/dealer, life insurance, property and casualty, and managed account industries. Measurements include investor behavior, customer satisfaction, service quality, communications, Internet services, and financial professional ratings. www.DALBAR.com.