Say hello to your new
back office investment solution.
EdgeTech technology provides trade recommendations based on daily analysis of the market’s price movements. No complicated process, just actionable investment insights for advisors.
Here's how it works
Collect Market Data
Price data on thousands of stocks, ETFs, and mutual funds is collected every night.
Analyze Price Movements
Clear buy and sell signals with exact tickers and weights, sent by email and in our web app. Nothing to interpret.
Recommend Trades
Propriety analytics score each asset on how its price is moving now and rank it against the rest. We measure. We don’t predict.
Trailing 5-Year Correlation between Stocks and Bonds
Source: AQR, Bloomberg. Stocks are represented by S&P 500, Bonds are represented by the Bloomberg Barclays US Treasury Index. Chart uses monthly gross data. Past performance is not a guarantee of future performance. Diversification does not eliminate the risk of experiencing investment losses.
When was the last time you thought about your asset allocation?
Traditional portfolio management offers a static solution to a dynamic problem. EdgeTech’s technology offers a dynamic solution designed to be responsive to changing markets.
For 20 years, bonds tended to rise when stocks fell. That’s what made the 60/40 portfolio work. Around 2022, right when needed the most, that relationship flipped. Stocks and bonds now tend to move together, so bonds cushion less of the fall when stocks drop yet still provide performance drag when stocks rise. We’re not saying a 60/40 is dead. We believe there are better ways to weather the market storms.
See EdgeTech in action
We know your time is valuable. That’s why we created an on-demand demo that walks you through how our technology works—without the pressure of a sales call.
The EdgeTech Difference
Our sophisticated software analyzes the price of thousands of stocks, ETFs, and mutual funds every day looking to provide you and your clients actionable insights. No emotions, no commission-based ulterior motives—just data driven mathematical analysis based on market history and current movement.
How does your current process stack up? Take the quiz to find out.
Innovative Technology is only the beginning.
The EdgeTech system is designed to work in tandem with your investment management practice and allows you to custom select models that fit your client’s investment goals, individual risk tolerances, and desired trading activity levels.
Meet the EdgeTech Team
You will be assigned an EdgeTech Software Specialist that will be your guide. They will learn about your practice and client needs and assist you through the entire process.
Client Onboarding
Our onboarding process is optimized for ease and expediency. Your Software Specialist will spend time learning about your advisory practice and work with you to explain, build, and implement your EdgeTech solutions.
Custom Portfolio Construction
At EdgeTech we offer two different solutions- EdgeTech Standard Solutions and Custom Built Portfolios. You and your Software Specialist will work hand in hand to create a strategy for you and your clients.
Ongoing Support
While EdgeTech is all about innovative technology, we believe human interaction and support is just as important. We send out Weekly Podcasts from our CEO, President, and Vice President. EdgeTech also sends out Market Insights and Talking Points to help initiate client interactions. Each quarter, we send out Newsletters written by our Executive Team and you’ll have regular touch base meetings with your EdgeTech Team Member. EdgeTech also holds Annual Conferences where you can meet the EdgeTech Team and other EdgeTech Advisors.
