Connecting the Asset Management Industry

The platform for investors, managers, sales and advisory teams


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Connecting the Asset Management Industry
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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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FundPortal for Fund Managers

ResearchEdge for Fund Allocators


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


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ResearchEdge for Fund Allocators

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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Custom Enterprise Solutions
Edgefolio News

The Latest News, Straight From Our Blog


Advancing in the digital age – How technology pioneers will make the difference

Legacy systems and legacy thinking can also be formidable barriers. The status quo is hard to challenge when profit margins are reportedly around 40 percent.

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Essential Content Marketing Strategies for Asset Managers

Asset managers are looking to content marketing strategies to build relationships with investors. Many are increasing their marketing budget, but what does content marketing look like for asset managers in the hedge fund industry?

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LinkedIn for Asset Fundraising

LinkedIn presents an opportunity for asset managers to grow their presence and build relationships with investors in a highly targeted digital channel. In this article, we cover the most effective strategies to obtain business results.

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