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Digitising Fund Distribution.

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.
The Edgefolio Group
Licensing & Deployment
  • Cloud Hosted
  • Web-based
Support
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

Edgefolio Core Features

Focus of Hedge Fund Feature
  • Client Portal
  • Compliance Management
  • Contact Management
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
Focus of Investment Management Feature
  • Client Portal
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting

Edgefolio Pricing

Pricing Type
  • Contact Vendor
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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