Advisor-Focused Technology
Our open-source Advisor Focused Technology solution leverages top-tier custodial and wealth tech relationships to provide our advisors with a best-in-class Tech Stack.
Open Architecture Tech Stack
NewEdge Advisors utilizes an open-architecture technology platform allowing you to customize the tech stack that’s best for your practice. This includes access to Orion, an industry-leading portfolio management solution for account aggregation, reporting, trading and rebalancing, a unified client portal, and much more.
Drive Growth & Efficiencies
Today’s modern FIN-Tech is opening the door for independent RIAs to find new and different ways to drive growth, build efficiencies in their practice and engage in a more meaningful way with clients. NewEdge gives you the freedom to select from top providers in the industry – whether that’s CRM and Financial Planning tools, risk and stress testing solutions, research and analytic tools, and many more.
A Tech Team to Support You
Throughout the entire technology discovery and implementation process, you’re not alone. Our Advisor Tech team will consult with each advisor team to help them choose the right solutions for their practice and assist with technology setup and training, integration, and ongoing support.
What’s Happening at NewEdge
Insights
NewEdge Advisors Co-founder and Co-CEO Alex Goss to Present at Echelon Deal & Dealmakers Summit
NewEdge Advisors recently announced that Alex Goss, Co-Founder and Co-CEO of NewEdge Advisors, is among the presenters at Echelon Deal & Dealmakers Summit in California.
NewEdge Capital Group Continues Recruitment Momentum in First Half of 2023
NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that the firm is on pace to exceed last year’s record recruitment and asset growth numbers.
NewEdge Capital Group Leaders and Firms Named Finalists in Several WealthManagement.com Industry Awards Categories
NewEdge Capital Group announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com’s industry awards.
NewEdge Capital Group in 2022 Recruited $9 Billion in Expected AUM
NewEdge Capital Group announced today that the firm reported record 2022 growth in client assets and advisor teams. The firm is headquartered in Pittsburgh and oversees $32 billion in total client assets.