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Latest Blog Posts

Discover some of our latest product updates & industry thought-leadership.

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.

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How to write a great prospecting email for fund managers

Emerging fund managers need to master the art of a great prospect email due to less contacts and experience – Edgefolio has tips.

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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.

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