About Us

Shaping the future of digital investing

With today’s investment platforms, finding the exact solutions you need to meet your clients’ goals is like searching for a needle in a haystack. “More” isn’t better for business – you pay a hefty price for bundled features that don’t add value to your firm.

We believe in a new approach that puts wealth managers in control of their investment platform design and delivery.

Launched in 2017, MMxCHANGE is a groundbreaking new digital marketplace that lets you design, build and control your own custom investment platform – without paying for extras you don’t need. This revolutionary approach saves up to 50-70% of the cost of other platforms and ushers in the future of digital investing.

MMxCHANGE’s unbundled open architecture lets you select the solutions you need, when you need them, so you can always meet your clients’ specific goals in a quickly changing market. Investment models are delivered straight to your portfolio management system, so you can control trade execution.

By removing traditional barriers, MMxCHANGE connects wealth managers with the most innovative independent research, advice and guidance experts in the country. It enables you to solve problems faster and stay relevant to clients while controlling your costs.

Through unprecedented flexibility and control, MMxCHANGE is shaping the future of digital investing.

An InvestEdge solution

MMxCHANGE is an InvestEdge solution. InvestEdge is the leader in cutting-edge wealth management solutions. Founded in 2000, InvestEdge helps advisors deliver the ultimate client experience through integrated software for managing, measuring and reporting on high net worth and ultra-high net worth portfolios. Headquartered in Bala Cynwyd, PA, InvestEdge currently administers $1T in assets.