Connecting the Asset Management Industry

The platform for investors, managers, sales and advisory teams


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Connecting the Asset Management Industry
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Edgefolio for Investors


Edgefolio lets you identify, analyse and track the best funds. The service comes bundled with rich data on 150,000 funds, and lets you connect with fund managers you’re interested in.


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Edgefolio for Investors

Edgefolio for Fund Managers


Edgefolio is a modern investor portal. It’s a bespoke CRM. It’s a powerful campaign manager. It’s everything fund managers and marketers need to engage their clients, convert new prospects, and keep everyone happy!


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Edgefolio for Fund Managers

Custom Enterprise Solutions


Want to grow your client list, raise assets, and stand out in a highly competitive landscape? Our technology and expertise in the industry can help.


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Custom Enterprise Solutions
Edgefolio News

The Latest News, Straight From Our Blog


Top Performing Funds (AUM less than $1Bn) in September

Edgefolio partners with Morningstar into the world of Long Only, ETF’s, UCITS, Fund of Funds. We now providee access to over 140k Funds, all through best-in-class web-based technology solutions

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Top Performing Funds (AUM more than $1Bn) in September

Edgefolio partners with Morningstar into the world of Long Only, ETF’s, UCITS, Fund of Funds. We now providee access to over 140k Funds, all through best-in-class web-based technology solutions

Read more
Oldest ETF Funds

According to Gary Gastineau, author of “The Exchange-Traded Funds Manual,” the first real attempt at something like an ETF was the launch of Index Participation Shares for the S&P 500 in 1989.

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