Digitising Fund Distribution
Edgefolio is the technology partner to the world’s leading financial institutions
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Launch your own fund distribution platform
A flexible solution tailored to your needs
Digital Fund Information
Fund Profile, Analysis Suite, Peer Review, Exposures, Newsfeed, Data Room.
CRM
Contact management, relationship tracking, notes, engagement scoring, tasks, introductions, logging, tracking, search and retrieval.
Usage Analytics
Tracking usage and behavioural data across all implementations.
Data Management
Aggregating and structuring multi-sourced data. Privacy and permissioning layers. Automated updates and seamless integration.
Reporting
Fund factsheets, Peer Analysis, Industry Reports, all downloadable in a matter of clicks.
Compliance and regulation
Jurisdiction matrix, relevant disclaimers, audit trails, representations and KYC.
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.
Edgefolio Sustainability
Showcase your sustainability strategy and performance. Analytics and reporting tailored for sustainability, impact and ESG data. Reporting to regulatory frameworks (SFDR, PRI, TCFD).
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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
ThalìaWe 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
LumX GroupThe Latest News, Straight From Our Blog
UK emissions haven’t been offshored
Sarah Olney is not the only person criticising the UK government for ‘offshoring’ emissions from the period 1990 to 2020. Offshoring in this context means that either emissions that used to occur in the UK, now occur in other countries, or that new emissions have been created in other countries that properly should ‘belong’ to the UK.
Read moreHeat pumps just burn money
Heat pumps have been in the news over the last week principally because of a government announcement here in the UK. The Conservative Government has promised grants of up to £5,000 for homeowners and renters to have them installed, a sum which covers around a third of the cost of the installation of a heat pump.
Read moreSpotlight on Tikehau Impact Credit
The world of high yield credit has, so far, been relatively impregnable against the crashing waves of ESG investment. Not so from summer of this year, when the team at Tikehau launched their `Tikehau Impact Credit` fund*.
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