Innovative, reliable, and flexible software solutions for portfolio management and trust operations delivered with exceptional and personal client service.
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NewEdge provides direct client services to ultra high net worth, family office and institutional clients with access to an expansive menu of solutions, uniquely curated for them and their complex lives. It’s a boutique wealth management solution, providing the ultimate level of service and attention while having access to global capabilities across research, investments, credit, and wealth strategies — all wrapped in technology to make NewEdge a fresh approach to the industry.