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 management.

Solutions

Portfolio Management

The Folio Iris application is an integrated portfolio management, analytics and research solution which includes the following functionality:

 CRM

The Folio/CRM application is integrated with Iris and is a fully featured investor relations and marketing solution for hedge funds and fund of funds.

  • Contact management with full Microsoft Outlook integration
  • Reporting and mailing tools to generate and distribute professional looking information