Digitising Fund Distribution
Edgefolio is the technology partner to the world’s leading financial institutions
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Launch your own fund distribution platform
A flexible solution tailored to your needs
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.
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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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
ThalìaWe 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
LumX GroupThe 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.
Read moreESTea #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.
Read moreESTea #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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