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


Top performing ESG funds of 2019

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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Edgefolio partners with Morningstar to bring you 140k funds!

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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Asset management marketing in a digital world

Hedge funds which have traditionally depended on personal relationships to acquire capital have recently found their business model turned on its head in the wake of an unrelenting tide of digital disruption.

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