Case Studies

We’re known for providing the most forward-thinking asset managers with the most advanced, user-friendly fund solutions in the industry.


Fusing Technology with Capital: How Thalēs Agora & Edgefolio reinvented the Cap Intro space

Trajectoire capital group logo

Trajectoire Capital – FundPortal

Enabling growth: How Trajectoire are using technology to optimise decision-making

(coming soon)

Kenno group logo

Kenno Group – FundPortal

Selling the narative: Doubling AUM in 24 months by combining a great story, high touch points & using tech.

(coming soon)

It’s time to digitise

If you share similar challenges to the companies above, talk to us about turbocharging your AUM through intelligent marketing & investor relations.

Book some time