Investors

Wealth Managers

Portfolio Management

Valuation

WedgeInvest offers a full Private Equity Portfolio Valuation in real time, where you can monitor and manage all your investments strip by strip and get a tailored report, updated periodically, on the assets you invested in.

Monitoring

WedgeInvest provides our clients an in-depth portfolio monitoring service, dedicated to alternative investments, which is designed investment-by-investment.

Reporting

WedgeInvest provides our clients an in-depth portfolio reporting service, dedicated to alternative investments, which is designed investment-by-investment. Our clients can choose to report their investments in each corporation they have worked with and/or report positions in each Private Equity portfolio they manage online.