Why ClearEdge

ClearEdge provides a full suite of services to fulfill Buy-Side clients technical and workflow needs. At ClearEdge we focus on Vendor Selections, Implementations, System Upgrades, Strategic and Operation reviews, and Process Reengineering for a wide variety of asset management firms.

The ClearEdge Difference

Simply put, the ClearEdge difference is our people. We have a dedicated and experienced staff who provide both the management vision and the hands-on experience to guide your project to a successful conclusion.

Whether your need is a new implementation, system upgrade or a process review/design, we have the people who have experience completing the task successfully. ClearEdge will analyze current process details including data usage always with an eye towards optimizing performance, reducing risk and controlling cost.

We provide to Asset Managers...


We utilize a transparent, pragmatic approach and adapt to your methodology and standards. Communication is the key.


Your consultant should understand your business and markets as well as you do. Our client list includes a wide array of asset management firms from insurance companies to hedge funds utilizing a myriad of strategies, workflows, and trading techniques. This breadth of experience allows us to quickly understand your business needs and offer best practice recommendations. We are expert in Portfolio Management and Order Generation, Compliance, Trading, Settlement, Clearing, and Portfolio Accounting; we cover the full order life-cycle.


We know that technology changes fast and we stay up to date with the latest trends. But, we apply technology solely as a way to solve business problems; we don't overengineer. Your business is the driver.

We are technology agnostic. We recommend and deploy the most appropriate solutions for your organization. We have worked with numerous vendor solutions and have managed the design and development of custom applications.


System Implementations


Business Process Reengineering

Strategic Review


Charles River





Latent Zero