Edgefolio
HQ Address
WeWork, 145 City Rd, Hoxton, London, EC1V 1AZ, United Kingdom
Website Address
Business introduction
Digitising fund distribution
Edgefolio is the technology partner to the world’s leading financial institutions
Founded in 2013, our company’s journey has scaled up from an idea in Oslo, to becoming the market’s leading fintech in delivering enterprise capital introductions software for global investment banks. We’ve also built FundPortal, a fund marketing and investor relations platform used by the world’s best performing fund managers – all in a little under 10 years.
The idea is a simple one
We are committed to, and passionate about, digitizing the asset management industry.
As a group we recognise the value of building best-in-class technology to measurably improve business outcomes, and that our area of expertise, (the asset management industry) is a vital source of economic growth and liquidity to ensure the functioning of capital markets.
We believe that Edgefolio enables the flow of capital to the best funds, for a better society and a better planet. Digitising the industry will contribute to this.
Our mission is not yet complete, but we’re on our way.
Edgefolio Solutions
Edgefolio
Identify the best funds Edgefolio’s advanced search allows you to quickly identify the funds that best match your mandate. The tool comes bundled with rich data (from Morningstar®) on a wide universe of about 150,000 active and passive funds, including ETFs. Streamlined due diligence View interactive factsheets of the funds you’re interested in,......
business needs
view solutionEdgefolio for Cap Intro
Business as usual is not an option anymore Poor Data Management Multiple external data-sources and ad hoc internal inputs lead to incomplete, inaccurate, and unconsolidated data sets. Inefficient Workflows Manual processes for accessing intelligence and reporting on hedge fund clients is a waste of your teams resources. Global Incoherency Different regional teams and non standardised information......
business needs
view solutionFundPortal
FundPortal is the modern way to market your funds Streamline your workflow, delight your clients. Scale your investor relations Identify and manage engaged clients with an intelligent CRM designed for hedge funds. Build your brand Maximise your marketing efforts with a customisable client portal that can be accessed through your website. Enable intelligent fund analysis Delight and......
