Who Uses This Software?

Hedge Fund Managers, placement agencies, 3rd party marketers


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $400.00/month
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • The Edgefolio Group
  • edgefolio.com
  • Founded 2013
  • United Kingdom

About FundPortal

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 the proximity with your clients. We help you improve client retention and help support asset raising activities. Learn more about FundPortal here: https://edgefolio.com/fundportal/


FundPortal Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

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