Digital distribution and fund marketing for third party marketers
CRM, fund intelligence, and fund marketing: your virtual shop window and marketing machine.
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Introducing FundPlatform
A compliant, scalable and fully-digital fund distribution and marketing platform.
Silver service fund marketing
Next level fund marketing for your clients.
Tried, tested, trusted
Used by six of the top 10 global investment banks.
CRM
Your single repository for all contacts, activities and tasks.
Track throughout your operation
Go into every conversation with complete and accurate information.
Focus your sales effort
Use engagement metrics to have the right conversation at the right time.
Collaborate across teams
No more siloes, reduced key-man risk.
Prove your value
Measure and report on your ROI.
Fund intelligence
Your navigable fund catalogue, for internal and external use.
Your shop window
Showcase the funds you offer in a single repository that investors can access independently.
A great investor journey
Offer investors a far superior experience, delivering greater value for your funds.
Give your managers control
Managers can provide the information they want to display, direct to FundPlatform.
Data-driven effort
Have the right conversation, at the right time – guided by investor engagement.
Fund marketing
Slick marketing automation, to deliver and illustrate at scale.
First class marketing
Content, campaigns, emails – all within FundPlatform.
Your virtual event machine
Agenda, registration and promotion workflows for streamlined events.
Measure your value
Campaign metrics, performance and ultimate ROI for your clients.
Thales Agora
The private marketplace of Agora lists a select list of top tier Hedge Funds and includes some of the world´s leading investors on the allocator side. Thales is highly regarded as one of the hottest brokers in the US and Edgefolio has helped cement their position at the forefront of innovation
