Digitising Fund Distribution
Edgefolio is the technology partner to the world’s leading financial institutions
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Launch your own fund distribution platform
A flexible solution tailored to your needs
Digital Fund Information
Fund Profile, Analysis Suite, Peer Review, Exposures, Newsfeed, Data Room
CRM
Contact management, relationship tracking, notes, engagement scoring, tasks, introductions, logging, tracking, search and retrieval.
Usage Analytics
Tracking usage and behavioural data across all implementations
Data Management
Aggregating and structuring multi-sourced data. Privacy and permissioning layers. Automated updates and seamless integration.
Reporting
Fund factsheets, Peer Analysis, Industry Report
Compliance and regulation
Jurisdiction matrix, relevant disclaimers, audit trails, representations and KYC.
Our customers
Fund Managers
All your information in one place, accurate and up to date. FundPortal is a scalable investor relations portal designed to digitise, and track the success of your fund marketing and investor engagement.
Prime Brokers
White label platforms for onboarding investors and managers. Allow Cap Intro and consulting teams to offer engaging client experiences. Digital Cap Intro at scale.
Institutional Investors
A centralised source of fund intelligence for your organisation. Fund screening, research and analysis platform. All your data sources fully integrated. Private, customisable, and secure.
Edgefolio Sustainability
Showcase your sustainability strategy and performance. Analytics and reporting tailored for sustainability, impact and ESG data. Reporting to regulatory frameworks (SFDR, PRI, TCFD).
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What Our Customers Have to Say
Edgefolio is one of those tools where you go: Why hasn’t anyone thought of doing this before? It is an elegant and light application that has helped us move away from a clunky desktop based workflow.
Thomas Castri
ThalìaWe have worked closely with Edgefolio as they developed their solution, on which we are able to leverage Edgefolio’s front-end and combine it with our data to make the most advanced fund data management tool.
Eric Bissonnier
LumX GroupThe Latest News, Straight From Our Blog
VOTE ETF: The Launch of the First Passive Aggressive ESG Fund
In May 2021, activist hedge fund Engine No. 1 shot to prominence on the back of its success in winning the shareholder fight with oil giant Exxon Mobil (XOM). The fund was relatively unknown at the time. It was founded in late 2020 by Chris James, a Wall Street veteran who formerly ran Andor Capital Management and Partner Fund Management. The San Francisco-based fund started with about $250 million in assets.
Read moreESTea #17 15/09/2021 The carbon price of bulls***
There’s only one thing worse than greenwashing – green bull****ing.
Read moreESTea #17 02/09/21 Spotlight on: Triodos Pioneer Impact Fund
Triodos have, by far, the clearest commitment to carbon-neutral and ethical investing of any major fund brand. Almost certainly they launched the first ‘Green’ fund back in 1990, only ten years after they were founded and decades before the rest of the market.
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