Technology for
asset management
We connect Fund Managers and Investors through data
See our solutions
Edgefolio offers you instant access to rich, intuitive fund data.
Visualise this with our beautiful webapp, or integrate directly with your workflow.
Distribute your funds’ data on the Edgefolio Fund Marketplace and control exactly who sees your data.
Receive inbound leads and gain actionable insights.
Custom Platforms
At its very core, Edgefolio’s Marketplace allows fund-like entities to easily be found by investors. This allows our technology to be customised to your specific needs, including:
Platforms for Capital Introductions
IR Platforms for large asset management/long-only houses (50+ products)
Managed Account Platforms
Your own Marketplace
Give the products that you show to investors a beautiful, searchable profile.
Permission Investors
Once you have built the supply you are able to onboard investors and permission them by investor type and location so that they only see the products that are appropriate to their profile.
Sales Force
This marketplace will generate warm leads for your sales force, and keeps your clients engaged with an industry leading screening and analysis tool.