New product feature: new FundPortal Outlook add-in
We know that a lot of our clients’ fund marketing communications happens via email. To streamline workflows across these high-frequency systems, we have released a new FundPortal Outlook plug-in.
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.
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.
Edgefolio feature: Virtual data rooms
The virtual data rooms feature on FundPortal is the easiest way to organize and share your fund documentation, all while retaining careful control of who accesses this information.
FundPortal updates: Capital raising & automation
After spending the past few days reading about WeWork and whether or not we are going to have an office to work from next month, we realised that the chances are 50-50. So we rushed in and made some more updates to the FundPortal – Now that we still have some time..
FundPortal updates: Creating the new Generation Portal
Last week was a very busy and productive week here at Edgefolio, and we’re excited to share some things we’ve improved on your FundPortal.
Document portal for fund managers – Do I need one?
Managed security and branded document portals are growing in popularity as hedge funds become cautious of cybersecurity threats to their business.