This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

InvestEdge Wealth Management Solution Implemented By The PrivateBank And Trustmark Wealth Management

PHILADELPHIA, March 8, 2012 /PRNewswire/ -- The PrivateBank, a subsidiary of PrivateBancorp, Inc., and Trustmark Wealth Management, a division of Trustmark National Bank, are now utilizing the InvestEdge wealth management platform. The InvestEdge solution includes web-based tools for portfolio management, performance measurement, client reporting, trade automation, and compliance monitoring.

William Norris, Chief Investment Officer at The PrivateBank, explains that InvestEdge was selected to support the delivery of premium service to high net worth clients, optimize front-office productivity, and rigorously monitor assets under management and administration.

"InvestEdge provides instant access to the tools and information our team needs to effectively manage, monitor and measure HNW portfolios, as a result, we are able to invest more time with clients," Norris stated.

According to Doug Ralston, President of Trustmark's Wealth Management Group, a key objective for his firm was to standardize investment processes and control risk.

"We worked closely with InvestEdge to evaluate our day-to-day workflows, and identified a number of areas where their solution would add consistency and value," says Ralston. "Annual investment reviews are a great example. InvestEdge significantly streamlined our processes and delivered unprecedented management controls. This helps to ensure each portfolio is aligned to the client's objective, and also supports our SAS 70 certification."

Bob Stewart, President and CEO of InvestEdge, adds, "The PrivateBank and Trustmark are great additions to our rapidly growing business. InvestEdge is now used by 52 investment firms that collectively manage over 250,000 accounts and assets totaling more than $663 billion. We're looking forward to continued success with The PrivateBank and Trustmark."

About InvestEdge, Inc.

InvestEdge is a leading provider of wealth management solutions to large banks, trust companies, brokerage firms, and financial advisors. Through an integrated wealth management platform, InvestEdge automates key front office functions including portfolio management, performance measurement, client reporting, compliance monitoring, and trade automation. Founded in June of 2000, InvestEdge is quickly growing through the addition of major customers such as Wilmington Trust, Glenmede Trust, Keybank, Huntington National Bank, TD Bank, and Greycourt and Co. To learn more, visit or call 1-800-830-1839. InvestEdge is a registered trademark of InvestEdge, Inc.

About The PrivateBank

The PrivateBank is a part of PrivateBancorp, Inc., which, through its subsidiaries, delivers customized business and personal financial services to middle-market companies, as well as business owners, executives, entrepreneurs and families in all of the markets and communities it serves.   As of December 31, 2011, the company had 34 offices in 10 states and $12.4 billion in assets.  The company's website is

About TrustmarkTrustmark Corporation (NASDAQ:  TRMK), with $9.7 billion in assets, is a diversified financial services company which provides banking and financial solutions through over 150 locations and 2,600 associates.  Trustmark has operations in five states through its wholly-owned subsidiaries, Trustmark National Bank and Somerville Bank & Trust Company, as well Trustmark National Bank's subsidiaries, including Trustmark Investment Advisors, Inc., and Fisher Brown Bottrell Insurance, Inc.

Trustmark Wealth Management, a division of Trustmark National Bank, provides Trust, Investment, and Custody Services to clients through over 150 wealth management associates, including attorneys, CPAs, MBAs, CLUs, and CFAs.  This group of professionals oversees the daily tasks of investment management, administration, and custody of approximately $8.5 billion.

SOURCE InvestEdge, Inc.

Copyright 2011 PR Newswire. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $92.72 -0.56%
FB $119.49 1.43%
GOOG $711.12 1.38%
TSLA $214.93 1.61%
YHOO $37.23 0.79%


Chart of I:DJI
DOW 17,740.63 +79.92 0.45%
S&P 500 2,057.14 +6.51 0.32%
NASDAQ 4,736.1550 +19.0610 0.40%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs