Contact Management

At the core of FolioMetrics is a contact management system. It is here that everything starts and what everything is built upon. It supports all …more…

Marketing

The FolioMarketing module is an integrated and powerful marketing solution for Hedge Funds and Fund of Funds. CRM It supports all of the CRM features …more…

Investor Relations

FolioMetrics includes a fully featured contact management solution, allowing users to track all their investor information as well as their interactions (emails, meetings, phone calls, …more…

Research Management

For those conducting research and due diligence on hedge fund managers the volumes of information involved are increasing and can easily become difficult to manage. …more…

Performance Analytics

The FolioAnalytics module is part of FolioMetrics’ integrated solution for investors in hedge funds. It provides a powerful platform for conducting comprehensive statistical analysis and …more…

Portfolio Management

There are many portfolio management applications on the market but it can be difficult to find the one which meets the needs of your investment …more…

Liquidity Analysis

Keeping track of a portfolio’s liquidity can be a difficult task, especially when it includes investments in funds with complex and varied terms. Many firms …more…

Exposure Tracking

Monitoring your portfolio’s exposure is a complex task. Capturing the data and keeping it up to date in spreadsheets is often a grueling job which …more…

Reporting

FolioMetrics provides users a versatile yet simple to use reporting solution. Whether the need is for internal analysis reports or professional client reporting, FolioMetrics makes …more…