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The Edgefolio Group

Name: The Edgefolio Group
Rating: 4.5 (2 reviews)

By The Edgefolio Group

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Highlights : About The Edgefolio Group

Sales Automation

Performance Analysis

Investor Reporting

About The Edgefolio Group

FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement to facilitate lead conversions. It offers a centralized portal to handle investor-business relationships and use analytics to grow revenue. Key features of FundPortal include investor reporting, portfolio analysis, sales automation, contact management and benchmarking. It comes with an interactive fact sheets module which allows users to display critical data and make informed decisions. The built-in customer relationship management (CRM) system lets firms view customer details and portfolio status to improve and manage client relationships. Data rooms let administrators handle user access across fund profiles, company updates, and documentations, ensuring regulation of MiFID II and GDPR compliance. FundPortal’s email builder allows users to alert clients through email notifications and update them about crucial changes introduced in the pipeline. Support for integration with existing business websites enables the gathering information and generation of reports based on various metrics.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Compliance Reporting

Fund Analysis

Fund Management

Investor Profile

Investor Reporting

Performance Analysis

Portfolio Analysis

Sales Automation

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