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 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.
Read moreTop Performing Funds (track record >1 year) in January 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
Read moreTop Performing Funds (track record >1 year) in 2019
Which are the top performing funds of 2019, and how do they compare across other fund types?
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