Launched in 2012, FolioMetrics was founded by a team of experts whose collective experience dates back to 2003. Driven by a commitment to client satisfaction, FolioMetrics sets out to build solutions that are not only innovative and powerful but also effortlessly intuitive.
Over 200 of the worlds leading hedge funds, private capital managers and traditional funds rely on FolioMetrics every day to streamline their investor relations, marketing and research management processes.
FolioMetrics reaches a milestone of 200 Clients, reinforcing its position as a leader in CRM and research management solutions.
FolioMetrics announces that it has acquired Captec Systems, expanding its footprint in the alternative invesment industry.
FolioMetrics, a leading provider of CRM solutions for hedge funds and other investment firms, is excited to announce the official launch of its new Client Portal solution.