Stouff Capital selects Edgefolio to support growth trajectory

Stouff Capital, a Swiss hedge fund, is now live on FundPortal, Edgefolio’s all-in-one fund marketing and investor relations platform for hedge funds. The firm will now benefit from an investor portal and CRM, with mailing tools, fund reporting, and data room – all within a single platform.

Read more

Altana Wealth selects Edgefolio to grow AuM and deliver an excellent investor experience.

Learn why Altana Wealth selected FundPortal to improve their fund marketing and deliver an excellent investor experience.

Read more

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.

Read more

How to deal with Covid-19 as an Asset Manager

The coronavirus isn’t going away anytime soon. It’s going to have a significant impact on every business, and the asset management industry has already taken a heavy blow. There’s plenty of information out there on washing your hands, but precious little on how to ensure that your business is as prepared as possible to take the hit.

Read more

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.

Read more

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.

Read more

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.

Read more

AIMA Next Generation Manager Forum 2018: Our Experiences

Friday 8th of June: World’s best class Hedge Fund Managers, International Allocators, and expert service providers met in Amba Hotel in London, to share the preliminary results on AIMA’s next survey: ‘Making it big’. The idea is to track and replicate the evolution of a Hedge Fund from start-up to a billion dollars in assets under management and beyond.

Read more

Edgefolio powers the Thales digital capital introduction platform

Thalēs, the New York-based derivatives broker and placement firm, has announced the official launch of its digital capital introduction platform Agora.

The Agora platform, launched in early 2017 in beta, provides institutional investors with analytical tools to discover, analyse, compare, monitor, and connect with hedge fund managers interactively.

Read more