Streamline your workflow, delight your clients
Scale your Investor Relations — Identify and manage engaged clients with an intelligent CRM designed for Hedge Funds.
Build your Brand — Strengthen your client communication through elegantly-branded messaging, and a beautiful, fully compliant portal accessed through your website.
Enable intelligent fund analysis — Delight and retain investors with built-in analytics across a range of metrics to showcase how you beat the S&P 500
Digitize your processes and enhance the proximity with your clients
Compliance and security — All data, documents, commentary and performance available since inception, in one place.
Timeliness — Share your profile with Investors and prospects, with frequent notifications of performance updates, commentary and fund news.
Control of Financial Documents — Define user permissions and maintain an audit trail of user access to your fund documents .
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.
Matthieu GervisPoincare Capital
Do investors use FundPortal?
Yes, we count over 6,000 institutional investors globally as monthly active users of FundPortal. Open rates on mail outs average on 20% (4x higher than regular PDF circular emails).
How do you handle GDPR?
Under GDPR, we are the data processor and you
and the data controller. Investors you invite are forced to opt in if they want to access your FundPortal, giving you peace of mind.
How does it plug into my website?
Very easily! We just link to your FundPortal subdomain with a login button. We will do this for you if you opt for a free website.
What data do you collect?
Will anyone get access to our invitation list?
No, this is under encryption on a dedicated server. Edgefolio takes aggregated & anonymised snapshots to get a sense for monthly KPIs.
Does FundPortal work for closed-ended funds?
Not yet, but we’re busy working on a release for PE/VC/RE funds in the months ahead. Watch this space!