Technology Powering
Asset Management

Technology Powering
Asset Management


Perfectly-crafted solutions from deep industry expertise.

Perfectly-crafted solutions from deep industry expertise.




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Inspired by enterprise, built for everyone

Edgefolio’s Products & Solutions


Edgefolio offers powerful off-the-shelf products and custom enterprise solutions for different stakeholders in the asset management space.

FundPortal for Fund Managers

FundPortal 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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Edgefolio’s Products & Solutions



ResearchEdge for Fund Allocators

ResearchEdge is a powerful analysis and due diligence platform for traditional and alternative investments.

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Edgefolio’s Products & Solutions



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’s Products & Solutions