FundPortal Helps You
Engage your Clients — All the data-rich information they need in a timely fashion, easily accessible in one place.
Build your Brand — Strengthen your client communication through elegantly-branded messaging, and a beautiful, fully compliant portal accessed through your website.
Retain and Raise Assets — Seeing exactly how clients and prospects engage with your information lets you focus your marketing efforts.
FundPortal Offers Your Clients
Transparency — All data, documents, commentary and performance available since inception, in one place.
Timeliness — Frequent notifications of performance updates, commentary and fund news.
Powerful Insights — Risk & return metrics on an absolute, relative and correlative basis to augment data-rich fund information.
Secure and Compliant
Works Great in All Modern Browsers
100% in the Cloud
Constantly Updated and Refined
FundPortal has greatly expanded the online service we offer to investors, it has allowed us to supply them with information, customised to their stage within the sales process.
Zoe RusselTolomeo Capital AG
I could not be more satisfied with FundPortal and am convinced it will ultimately drive much better conversion of investor prospects into fund investors.
Theron De RisEschler Asset Management
FundPortal is intuitive and simple to use with a level of fund and peer analytics unparalleled in the industry. The software has aided Coleman Group in both the presentation of our fund to clients as well as alerting potential investors to us as an investment.
Matt McCleanColeman Group
I really like the new upgrade, and as you might see by my activity, it has transformed my engagement. Many thanks to the team at Edgefolio for incorporating our suggestions.