Connecting the Asset Management Industry
The platform for investors, managers, sales and advisory teams
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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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The Latest News, Straight From Our Blog
Top Performing Funds (track record >1 year) in November
Consumer spending has continued to drive the economy in November, helped by stronger real earnings growth over the past year. This is how it affected the top-performing funds across different Fund types in November.
Read moreTop 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.
Read moreAuthentically 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.
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