FundPortal is your all-in-one fund marketing platform

Client portal, CRM, data room and marketing campaigns – with holistic analytics.



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You’re in good company


Join the list of leading hedge funds using our software daily to optimise performance.

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Laser focused fund marketing;
next level investor service.


Digital investor portal

Performance, custom benchmarks, content and reports in a beautiful client portal.

CRM

A single home for your client data, built specifically for hedge funds.

Data room

Control the distribution of sensitive information with robust access management.

Mail campaigns

Distribute your content and track engagement – all in one place.

Behavioural analytics

Understand your audience with holistic engagement analytics.

Security

Ensure investment bank security throughout your investor journey, from start to finish.

Investor accreditation

Jurisdiction-based requirements are represented and available for audit.

Compliance

Ensure compliance with audit trails, individual access rights, and document watermarking.

Testimonials

Client reviews


Join hundreds of fund managers using our platform globally.

Before getting started

Frequently asked questions


Why do I need a client portal?

When an investor is considering your fund, every interaction counts – including the digital ones. A client portal means investors get the organised, professional experience they expect and you understand exactly what they’re thinking.

How does Edgefolio help me raise capital?

Using our analytics and insights tools, FundPortal lets you securely share all of your fund marketing materials, then understand who’s most engaged, who’s read your commentaries and thus where to focus your time.

How long does it take to implement?

Our 1-week implementation process requires just two short calls together, to collect the necessary information about your funds. Once we have that, your fully white-labeled FundPortal will be set up within 5 working days.

Is it easy to migrate onto FundPortal from my current CRM?

FundPortal has integrations and tools to let you import your current list of investors and prospects from your existing CRM tools

News & Blog

Latest blog posts


Read more from us on the latest industry news, product updates and tips on how to be a better fund marketer.

Edgefolio4Good: Professional skills volunteering for GOSH

Edgefolio’s head of marketing shares their experience volunteering at Great Ormond Street Hospital, discussing the benefits of professional skills volunteering.

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The impact of SMAs on investor relations

Ever-growing demand for transparency is a key driver for separately managed accounts (SMAs). What is the impact of this on investor relations teams? How can all IR teams meet investor demands for transparency?

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Enhancing your investor relations efforts with tech

IR teams have to both manage communications effectively and build meaningful relationships that go beyond surface-level interactions. How can a CRM system streamline and even guide this interpersonal activity?

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