View Business Profile

Edgefolio for Cap Intro

Website Address

www.edgefolio.com

Connect with Edgefolio
Solution introduction

Digitise Your Capital Introductions

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 sharing makes work one off as opposed to building up a knowledge bank.

Brand Indifference
With many private and smaller CI teams launching globally, essentially there is no differentiation to the offering.

Introducing Edgefolio for Cap Intro
A compliant, scalable technology solution which allows capital introduction teams worldwide to raise assets through a better client experience and a more intelligent sales process.

  • A web application tailored to the needs of your Cap Intro team, listing all fund data into one accessible and modern website.
  • Workflow tailored for collaboration and efficiency around fund search and filtering, monitoring, performance and peer analysis.
  • Includes all fund data from HFR, HFM, Eurekahedge, Edgefolio and more, as well as internal sources.
  • Calculates all your analysis out of the box, and lets you generate reports and export data in a format customised to your needs.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.