Digitising Fund Distribution

Edgefolio is the technology partner to the world’s leading financial institutions


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Digitising Fund Distribution
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Technology

Launch your own fund distribution platform


A flexible solution tailored to your needs

Launch your own fund distribution platform
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.

Solutions

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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Edgefolio Sustainability
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Testimonials

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
Thomas Castri
Thalìa

We 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
Eric Bissonnier
LumX Group
Edgefolio News

The Latest News, Straight From Our Blog


https://estea.substack.com/p/estea-12-190721

So-called ‘Say on Climate’ votes are quickly becoming an important element of company AGMs across the world.

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ESTea #11 12/07/21: Is ESG investing driving inflation?

It seems that 2021 will be dominated by two key themes: green investing and the fear of runaway inflation. The two themes may be linked, with a two-year surge in investment being partly to blame for the simultaneous increase in both prices and wages.

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ESTea #10 05/07/21: The hard things about green things

One day I’d like to spin this article out into a much longer discussion of the difficult ethical and technical problems when it comes to the environment – in particular climate change caused by carbon emissions. The following is just a starting point.

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