Edgefolio

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Deployment

Web-based

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Overview

About Edgefolio

Edgefolio is an award-winning technology provider in the asset management space. We offer powerful off-the-shelf products for different stakeholders, as well as custom enterprise solutions. Deliver a better client experience at scale. FundPortal offers a secure way to interact and share documents & reports with your clients. It increases the scalability of your team while maintaining proximity with your clients. We help you improve client retention and help support asset-raising activities.

At a glance

Software information

Industries served, licensing and the support Edgefolio provides.

Licensing

  • Quote Based

Support

  • Phone
  • Email
  • Live Chat

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
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Capabilities

Edgefolio features

The full feature set, grouped by module.

Hedge Fund Software

  • Client Portal
  • Compliance Management
  • Contact Management
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis

Investment Management Software

  • Client Portal
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting

Plans

Edgefolio pricing

Free Version
No
Payment Frequency
Quote Based

Media

Screenshots & video