Digitising Fund Distribution

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


Learn More
Digitising Fund Distribution
imageimageimageimageimage
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).


More details
Edgefolio Sustainability
You’re in good company

We are trusted by


imageimageimageimageimageimageimageimageimage
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


Top Performing Funds (track record >1 year, AUM> $100m) in November 2020

November’s strong rally caught many investors by surprise after a weak October, turning many of the funds that were at the bottom of the pile into winners, and pushing former high performers into the list of laggards.

Read more
Chinese Commodities Arbitrage discussion with Steve Reece

This week we introduce Steve Reece, founder and COO of Windrose to the spotlight! Read about the operations at Windrose and Steeve’s thoughts of opportunities in a post-covid world.

Read more
Top Performing Funds (track record >1 year, AUM> $100m) in October 2020

As the northern hemisphere headed firmly into autumn, the October news flow was dominated by two topics: the resurgence of Covid-19 in Europe, and the upcoming US elections. Markets spent much of the month in wait-and-see mode, before the announcement of widespread restrictions across Europe.

Read more


View All