New product feature: Kanban board now live in FundPortal
We’ve been working on adding even more new features to FundPortal. Introducing kanban board view, for more effective deal / pipeline management.
New product feature: prioritisation tools in FundPortal
We are always working to make FundPortal do more for our clients. In this latest update, we provide enhanced deal and task prioritisation tools. This lets managers view their deals according to how likely they are to close, and their tasks according to their prioritisation.
New product release: CRM enhancements
We are always working to make FundPortal do more for our clients. In this latest release, we are delivering enhanced CRM features to improve automation and visualisation within FundPortal.
Why Does A Hedge Fund Need A Client Portal?
Why does a hedge fund need a client portal in 2022? Transparency? Yep. Marketing? Absolutely. We delve into all the reasons why it is crucial in 2022.
Product update release: FundPortal, the hedge fund CRM
We have a clear vision of FundPortal’s role, sitting at the heart of our clients’ marketing and investor relations operation. With this latest major update, we are now the hedge fund CRM for our clients, providing the automation, tracking and visualisation that will underpin their growth strategies.
Why do hedge fund managers need an integrated CRM?
Why should hedge fund managers adopt a CRM? Edgefolio explores some of the principal reasons and benefits for asset managers below.
Edgefolio partners with BNP Paribas to launch ‘Bridge’ – Providing Digital Capital Introduction Services for Institutional Investors
‘Bridge by BNP Paribas’ to Provide Digital Capital Introduction Services for Institutional Investors. Partnership with Edgefolio strengthens the bank’s cap intro offering.
What does the SEC’s ruling mean for hedge fund managers?
The SEC has proposed a new set of regulations for hedge funds and hedge fund managers. The move targets greater transparency on performance, fees and much more.
ESTea #1 04/05/21
As this is the inaugural ESTea newsletter, it’s going to be a short one. Let me start by explaining why we have this newsletter and blog, what we think it might become, and what you can expect.