Digitising Fund Distribution

Service your investors, understand their behaviour, and empower your team.


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Digitising Fund Distribution
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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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Edgefolio News

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.

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Top 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.

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Top 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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