Client Types

    • Hedge Fund

      The FolioMetrics solution provides an integrated platform for hedge fund investor relations and marketing  teams. Solutions CRM Opportunity Tracking Furthermore it encompasses a powerful opportunity tracking module tailored to the alternative investment market including: Fund… Learn More

    • Fund of Funds

      The FolioMetrics solution provides two key solutions for fund of funds: Solutions Therefore clients have the option to choose a solution which covers the whole breath of the fund of funds business. CRM At its heart FolioMetrics contains a fully featured CRM solution… Learn More

    • Family Office

      The FolioMetrics solution is an integrated portfolio management, analytics and research management solution for family offices. Instead of being limited by separate tools to manage these needs, FolioMetrics provides one integrated platform. Solutions… Learn More

    • Institutional Investor (Endowments, Foundations, Pensions, Consultants, etc.)

      FolioMetrics offers institutional investors two different products: Folio/RM and Folio/PM. For all you research needs, Folio/RM is a fully featured research management and due diligence solution. For all your portfolio needs, Folio/PM includes research management and adds portfolio… Learn More