Folio/PM is a fully featured front office portfolio management system. Folio/PM is our most comprehensive solution and offers all the functionality of our other solutions combined into one single application.

Folio/PM allows you to manage all of your contacts (prospects, investors, vendors, fund managers, etc.), create monthly campaigns and manage opportunities, respond to investor queries about their balance and transactions, perform research on current and potential investments, manage your portfolio’s returns, liquidity and exposures.



Installation Options
  • Clients can choose whether to have a cloud based or on premise installation