Hirtle, Callaghan & Co, an investment firm with some $20 billion under discretionary management, has selected the InvestEdge operating platform.

InvestEdge will provide the firm’s investment and portfolio professionals with a platform offering: portfolio management, performance measurement, client reporting, trade automation, compliance monitoring and data aggregation. It will also integrate with Hirtle Callaghan’s CRM system and provide clients with account and performance data access through a secure portal.

“It will enhance the integrity and quality of our operations while increasing efficiency and reporting flexibility and, therefore, help us continue to offer a growing range of total investment solutions,” said Jonathan Hirtle, chief executive of the investment firm, which serves wealthy families and institutions. 

InvestEdge’s web-based system is now used by 63 investment firms collectively managing around $673 billion in assets.