Edgefolio - Identify, analyse and track the best funds

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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Edgefolio News

The Latest News, Straight From Our Blog

Top Performing Funds (AUM less than $1Bn) in September

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

Top Performing Funds (AUM more than $1Bn) in September

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

Oldest ETF Funds

According to Gary Gastineau, author of “The Exchange-Traded Funds Manual,” the first real attempt at something like an ETF was the launch of Index Participation Shares for the S&P 500 in 1989.

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