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

NewEdge Capital Group Sets Recruiting Record With $9.6 Billion in Expected AUM

NewEdge Capital Group recently announced that the firm has surpassed last year’s record growth in client assets and advisor teams.