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 Launches W2 Model That Prioritizes the Advisor-Client Relationship
NewEdge Advisors announced that it has expanded its affiliation options to include an employee model that will provide financial advisors greater flexibility — and opportunities — to pursue growth.
Wealth Solutions Report Names Neil Turner Recruiter of the Month
Neil Turner, Co-Founder, Co-CEO, Managing Partner, is named to Wealth Solution Report’s ‘Recruitment Roundup’: Recruiter of the Month.
NewEdge Advisors Appoints Former LPL Executive Vice President Steve Pirigyi to Lead Its Next Phase as President
NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that former LPL Financial Executive Vice President Steve Pirigyi has joined the firm as President and Jeff Cutler has been appointed to the newly created Chief Experience Officer and Managing Partner role.
NewEdge Capital Group Named by Forbes to its Ranking of America’s Top RIA Firms
NewEdge Capital Group, LLC, announced today it has been named by Forbes to its ranking of America’s Top RIA Firms. This inaugural ranking of independent advisory companies is based on assets under management by the firms, revenue trends, compliance records, industry experience and other metrics.