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
New Orleans, LA based NewEdge Advisors announced today that five new advisory groups, with ten advisors and $1 billion in assets under advisement, joined the platform in the first quarter of 2022.
NewEdge Advisors, a leading New Orleans-based RIA supporting over 200 independent financial advisors nationwide, added 12 advisors across five teams with $834 million in assets under advisement in the fourth quarter of 2021 alone.
NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.
Launch of NewEdge Capital Group brings together EdgeCo Holdings’ wealth management companies under one brand name