Digitising fund

Edgefolio is the technology partner to the world’s leading financial institutions.


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Fund marketing

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Technology

Launch your own marketing & investor relations platform

A flexible solution tailored to fund managers

Launch your own marketing & investor relations platform
Digital Fund Information

Fund Profile, Analysis Suite, Peer Review, Newsfeed, Data Room.

CRM

Contact management, relationship tracking, notes, engagement scoring, tasks, introductions.

Usage Analytics

Tracking usage and behavioural data across all implementations.

Data Management

Aggregating and structuring multi-sourced data. Privacy and permission-based access.

Reporting

Fund factsheets, Peer Analysis, Industry Reports.

Compliance and regulation

Jurisdiction matrix, relevant disclaimers, audit trails, representations and KYC.



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Solutions

Our Customers

Fund Managers

All your information in one place, accurate and up to date. FundPortal is a scalable investor relations portal designed to digitise, and track the success of your fund marketing and investor engagement.

Institutional Investors

A centralised source of fund intelligence for your organisation. Fund screening, research and analysis platform. All your data sources fully integrated. Private, customisable, and secure.

Prime Brokers

White label platforms for onboarding investors and managers. Allow Cap Intro and consulting teams to offer engaging client experiences. Digital Cap Intro at scale.

As Featured in

Industry-leading media write about us all the time

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Testimonials

What Our Customers Have to Say

Edgefolio is one of those tools where you go: Why hasn’t anyone thought of doing this before? It is an elegant and light application that has helped us move away from a clunky desktop based workflow.

Thomas Castri
Thomas Castri
Thalìa

We have worked closely with Edgefolio as they developed their solution, on which we are able to leverage Edgefolio’s front-end and combine it with our data to make the most advanced fund data management tool.

Eric Bissonnier
Eric Bissonnier
LumX Group

I could not be more satisfied with FundPortal and am convinced it will ultimately drive much better conversion of investor prospects into fund investors

Theron De Ris
Theron De Ris
Eschler Asset Management

FundPortal has greatly expanded the online service we offer to investors, it has allowed us to supply them with information, customised to their stage within the sales process

Zoe Russel
Zoe Russel
Tolomeo Capital