Product updates: Streamlining user flow
We understand marketing your fund is hard, so we’ve been steadily improving FundPortal to make things easier. For this batch of updates, we’ve been paying particular attention to streamline how FundPortal integrates with your existing workflows.
The Road to $1bn AUM: “Making it Big” Survey
The research examines big managers’ path to growth, providing a roadmap for all emerging and start-up managers as they make their way to $1bn AUM.
What happened in September? Edgefolio’s update and point of view for the world
Read about what’s been going on behind the scenes at Edgefolio during September. From awards to feature updates – we give you a short overview of what we have been getting on with during this month’s newsletter.
Edgefolio announces The Guardian Multi-Family Office as their newest client!
We are very excited to announce that The Guardian Multi-Family Office is Edgefolio’s newest client, opening a new market in New Zealand.
The Auckland-based boutique, independently-owned wealth management and financial advisory firm, will be utilizing Edgefolio’s flagship product, FundPortal to administer market its SICAV Sub-Funds.
Making it Big Survey: How can you reach 1bn AUM? (teaser)
Our collaborative research with AIMA and GPP, “Making it Big” provides insights from larger, more established managers who blazed a trail in building a billion-dollar hedge fund business. The research examines their path to growth, providing a road map for all emerging and start-up managers.
Which of your prospects is most likely to invest in your fund? Now you can find out in a glance.
Presenting: Engagement level of your prospects!
– We have all the data, how can we use it in the most efficient way?
– Is there a way to know who is a ‘hot’ prospect?
– I have more than 2000 Investors in my database, how can I prioritize?
– If I had time to focus only on 2 prospects, who should they be?
How technology is (slowly) transforming asset management
Many regard asset management as a traditional, slow-moving industry. Its reluctance to innovate has seen it trail other areas of finance, such as trading and retail banking, when it comes to the adoption of technology. But this is changing.
Best CRM System — HFM Technology Awards Winner
Edgefolio’s fund data management & analysis solution has been voted “Best CRM for the Hedge Fund Industry” by the European Hedge Fund Technology Awards 2018.
Product updates: How to use your Fundportal to share user-specific documents
In FundPortal, you already had a very feature rich Fund Documents Room, in which each file is assigned a privilege level.
Starting today, FundPortal comes with investor-specific document vaults. You can now securely share Investor Balance Statements, signed NDAs, and more.