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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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 Investors

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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Edgefolio for Fund Managers

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


How to deal with Covid-19 as an Asset Manager

The coronavirus isn’t going away anytime soon. It’s going to have a significant impact on every business, and the asset management industry has already taken a heavy blow. There’s plenty of information out there on washing your hands, but precious little on how to ensure that your business is as prepared as possible to take the hit.

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Top Performing Funds (track record >1 year) in February 2020

Edgefolio partners with Morningstar into the world of Long Only, ETF’s, UCITS, Fund of Funds. We now providee access to over 140k Funds, all through best-in-class web-based technology solutions

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Top Performing ESG Funds of 2019 (based on CAGR)

Climate change has been centre stage in 2019, but how have sustainable and ethical funds fared? Here are the top performing funds throughout 2019.

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