Strategic Review

ClearEdge's #1 goal is to help your firm reach its strategic goals. We offer our services and extensive hands-on experience to provide a variety of strategic planning solutions.

If your firm is outgrowing its current processes and systems, entering a new area of business or undergoing a structural change we can help.

We offer comprehensive reviews of system architecture, data utilization and workflow re-engineering. We use defined processes to evaluate your current investment management system utilization and give you an in-depth review of the extensibility of those systems versus the alternative market place leading vendor systems.

We will deliver detailed and on-point short and long term recommendations that will guide your firm to position it best to achieve its future goals.


Order Management

  1. Charles River Development
  2. MacGregor
  3. Latent Zero
  4. LineData
  5. Advent Moxy

Electronic Execution

  1. TradeWeb
  2. Liquidnet
  3. Lava
  4. Pipeline
  5. MarketAxess
  6. FXConnect

Interface Integration

  1. Axys, APX
  2. Portia
  3. Princeton Financial
  4. VPM
  5. CITCO
  6. IFS
  7. Bloomberg


... and more...