At Edgefolio, we’re always looking for ways to make our fund marketing workflows more efficient. Recently, we’ve made some updates to our Edgefolio for Managers platform. 

Edgefolio for Managers is our scalable investor relations portal designed to digitise, and track the success of fund marketing and investor engagement. Leading hedge funds use our software daily to optimise performance, which is why it’s important for us to stay on top of our game. 

We’re excited to announce the first release of our newly redesigned Contacts table. This will bring our Edgefolio users Excel-like speed and flexibility right into the platform, so that our customers can manage relationships more efficiently than ever.

So, what’s new?

• Powerful filtering for every column, including dates, blanks and custom values so you can find exactly what you need.

• Edit directly inside the table, no more going back and forth into profiles.

• Use your keyboard for quick navigation and bulk edits (just like Excel!).

• Customisable view: rearrange, hide, pin and resize columns.

• Filter, sort order, layout, selection, page number – the app remembers where you left off.

• Cleaner, more compact design for maximum data in minimum space.

• Right-click menus for quick actions.

• Paste and copy data across the table and into Excel.

• Instantly find what you need with improved filter speed.

See it in action