Edgefolio is the technology partner to the world’s leading financial institutions.
Launch your own marketing & investor relations platform
A flexible solution tailored to fund managers
Digital Fund Information
Fund Profile, Analysis Suite, Peer Review, Newsfeed, Data Room.
Contact management, relationship tracking, notes, engagement scoring, tasks, introductions.
Tracking usage and behavioural data across all implementations.
Aggregating and structuring multi-sourced data. Privacy and permission-based access.
Fund factsheets, Peer Analysis, Industry Reports.
Compliance and regulation
Jurisdiction matrix, relevant disclaimers, audit trails, representations and KYC.
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.
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.
White label platforms for onboarding investors and managers. Allow Cap Intro and consulting teams to offer engaging client experiences. Digital Cap Intro at scale.
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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.
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 BissonnierLumX Group
I could not be more satisfied with FundPortal and am convinced it will ultimately drive much better conversion of investor prospects into fund investors
Theron De RisEschler Asset Management
One of the reasons that we chose Edgefolio is to accelerate the marketing aspect of attracting new investors. We want to have the best digital tools in all aspects of our operation.