Edgefolio lets you filter by strategy, performance, sector focus, and more, helping you quickly identify managers that fit your investment profile.
Analyse, compare, and track managers. Bring together performance data, risk metrics, and peer comparisons to make smarter, data-driven allocation decisions.
Streamline your research with a single source of truth. Upload your own fund data, connect third-party databases, and monitor all your tracked managers in one unified dashboard.
Request additional information, schedule introductions via your prime brokers, and build relationships on your terms.
Access market insights, research, and updates directly within your fund research tool, curated by your prime brokers.
Edgefolio ensures that all interactions and data exchanges occur within a secure, fully compliant framework trusted by leading global institutions.
Press releases
White paper - The modern fund marketing tech stack
White paper - How to build a fund marketing strategy