Share, discover, and collaborate with ease – all in one compliant platform.
Deliver your investors the latest fund information through a secure, digital experience with access fully controlled by a jurisdiction and compliance rules engine. Keep your investors informed, engaged, and confident.
Centralise all your prospect and client interactions in one intuitive platform. Manage tasks, track communications, and access the latest information instantly ensuring that every investor conversation is timely and relevant.
Gain real insight into investor behaviour. Track engagement and usage data to identify which prospects are genuinely interested and focus your time where it counts most.
Aggregate, structure, and visualise multi-source data in one secure environment. Built on world-class infrastructure, Edgefolio puts you in complete control of your fund information.
Create and share compelling factsheets, peer analyses, and industry reports with ease. Present your performance clearly. internally, to investors, or to prime brokers all from one place.
Purpose-built for the hedge fund industry, Edgefolio embeds compliance and regulation into every layer of the platform. Maintain transparency and security effortlessly while staying fully compliant.
With more competition than ever to get investor attention, every interaction counts – including the digital ones. A client portal means investors get the organised, professional experience they expect and you can understand exactly what they’re thinking.
Using our analytics and insights tools, Edgefolio for Managers lets you securely share all of your fund marketing materials, to understand who’s most engaged and who’s read your commentaries, and thus where to focus your time.
Edgefolio for Managers has integrations and tools to let you import your current list of investors and prospects from your existing CRM tools.
