Edgefolio - Identify, analyse and track the best funds

Edgefolio for Investors

Edgefolio lets you identify, analyse and track the best funds. The service comes bundled with rich data on 150,000 funds, and lets you connect with fund managers you’re interested in.

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Edgefolio for Fund Managers

Edgefolio is a modern investor portal. It’s a bespoke CRM. It’s a powerful campaign manager. It’s everything fund managers and marketers need to engage their clients, convert new prospects, and keep everyone happy!

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Custom Enterprise Solutions

Want to grow your client list, raise assets, and stand out in a highly competitive landscape? Our technology and expertise in the industry can help.

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Edgefolio News

The Latest News, Straight From Our Blog

Top Performing Funds (track record >1 year) in October

October was a good month with solid returns across all strategy vehicles, with the ETFs being the MVPs once more. ETFs are consistenly on the winning side, making it a lucrative investment for Investors. It’s not a coincidence that Asset Managers are moving money to passive funds more and more. ETF assets rised to a record $4 trillion, and the markets seem to think that this is only the beginning.

Authentically Connecting with your Investors

You have done a great job of delivering results, gathering your contacts in one place and you are ready to hit the ‘send’ button. Are you sure that you are doing this correctly though? The best funds out there follow one simple mantra to get better results.

Capital Raising & Automation

After spending the past few days reading about WeWork and whether or not we are going to have an office to work from next month, we realised that the chances are 50-50. So we rushed in and made some more updates to the FundPortal – Now that we still have some time..

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