Edgefolio support

your guide to all common workflows in one place

The Edgefolio Help Centre


Edgefolio clients can access the Help Centre via the link at the bottom of the left-hand task bar.

Getting started

Everything you need to get up and running.

Admin tools

Master the controls you have at your fingertips.

Data room

Manage content and permissions to streamline information sharing.

Peer group analysis

Present your fund ranked against a select list of peers

Exposures and holdings

Learn how to upload data to present your fund in just a few clicks.

Documents and reports

Manager your news and comments to keep your audience up to date.

Need further assistance?

Contact support


If you are an Edgefolio customer and need further assistance, please contact support@edgefolio.com