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Software Status:Active

About FundPortal

FundPortal is a platform software from The Edgefolio Group delivering technology solutions for hedge fund marketing and capital introduction teams. It provides resources such as a blog, white papers, press releases, case studies, and webinars to support informed decision-making in the capital raising process. FundPortal also offers insights directly to the inbox, keeping users updated on industry trends and news. By digitizing the client interaction process, it helps bridge the connection between fund managers, prime brokers, and investors. Key capabilities: Resources Company Information Industry Insights Webinars Case Studies Best for: hedge fund marketing teams that need effective tools for capital raising efforts.

FundPortal Details

Vendor
The Edgefolio Group
Year Launched
2013
Location
29 Finsbury Circus, London, England EC2M 5SQ, GB
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Russian, Chinese, Japanese, Korean, Dutch, Swedish.
Users
Fund Managers, Prime Brokers, Institutional Investors and Allocators
Industries Served
Hedge Funds, Alternative Credit, Investment Management / Capital Introduction
Tags
Hedge Fund, Investment Management, Edgefolio

FundPortal's In-App Market Place

Does FundPortal have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

No

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), HKD (HK$), CHF (CHF), SGD (S$), NZD (NZ$), SEK (SEK), NOK (NOK), DKK (DKK), ZAR (R), INR (₹), CNY (¥), KRW (₩)

Pros & Cons

  • Unifies CRM, data room, email, and reporting in a single, compliant system.
  • Specialized solution for prime brokers to offer enhanced services.
  • Manages compliance and information access across different regulatory environments.
  • Specific cost is not public and requires direct inquiry.
  • Formal support hours are currently limited to London business hours.

FundPortal's Support Options

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