Digitising Fund Distribution
Service your investors, understand their behaviour, and empower your team.
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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
Chinese Commodities Arbitrage discussion with Steve Reece
This week we introduce Steve Reece, founder and COO of Windrose to the spotlight! Read about the operations at Windrose and Steeve’s thoughts of opportunities in a post-covid world.
Read moreTop Performing Funds (track record >1 year, AUM> $100m) in October 2020
As the northern hemisphere headed firmly into autumn, the October news flow was dominated by two topics: the resurgence of Covid-19 in Europe, and the upcoming US elections. Markets spent much of the month in wait-and-see mode, before the announcement of widespread restrictions across Europe.
Read moreTop Performing Funds (track record >1 year, AUM> $100m) in September 2020
The third quarter emphasised the benefits of geographic diversification. Asian equities returned over 10% and are the joint best-performing equity region year to date, up over 5%.
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