Digitising Fund Distribution
Service your investors, understand their behaviour, and empower your team.
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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 Funds (track record >1 year, AUM> $100m) in August 2020
Opalesque Industry Update – Hedge funds surged in July to begin 2H20, with the HFRI Fund Weighted Composite Index (FWC) posting the 2nd highest monthly gain since January 2019 and the 3rd strongest gain since 2010.
Read moreVirtual Data Rooms – Edgefolio
The virtual data rooms feature on FundPortal is the easiest way to organize and share your fund documentation, all while retaining careful control of who accesses this information.
Read moreTop Performing Funds (track record >1 year, AUM> $100m) in July 2020
Opalesque Industry Update – Hedge funds surged in July to begin 2H20, with the HFRI Fund Weighted Composite Index (FWC) posting the 2nd highest monthly gain since January 2019 and the 3rd strongest gain since 2010.
Read more