Innovative solutions for investor relations and research management

Powerful, flexible and intuitive. Contact us to learn more.
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For Investors
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Trusted by over 200 clients worldwide

Who we are

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.

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Our clients

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.

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the foliometrics product suite

Our solutions

A modern, easy to use relationship management solution built from the ground up for investor relations and fund marketing teams.
Client Portals
A powerful, scalable and secure way to share information with investors and prospects.
Investor Reporting
Automate the production of factsheets and other client reports to save time and increase the quality of your communications.
Investor classification, approval workflows and advanced reporting. Create user groups to ring fence data sets across business roles.
Administrator Integration
FolioMetrics has developed integration with all common fund administrators to automate a feed of client holdings and transactions.
Research Management
Extends the power of FolioMetrics to the investment team to consolidate research notes and documentation.
About Us

Company news

With Intelligence acquires FolioMetrics
November 1, 2023

FolioMetrics has been acquired by With Intelligence, the leading provider of investment intelligence for allocating, fundraising and business development.

FolioMetrics Reaches 200 Client Milestone
October 2, 2022

FolioMetrics reaches a milestone of 200 Clients, reinforcing its position as a leader in CRM and research management solutions.

FolioMetrics Acquires Captec Systems
June 1, 2022

FolioMetrics announces that it has acquired Captec Systems, expanding its footprint in the alternative invesment industry.

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