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
- Contact Management
- Research Management
- Performance Analytics
- Portfolio Management
- Exposure Tracking
- Liquidity Analysis
- Reporting
Portfolio Management
The Folio Iris application is an integrated portfolio management, analytics and research solution which includes the following functionality:
- Trade capture and portfolio management for hedge fund investments, traditional funds, equities and fixed income
- Liquidity Analysis
- Exposure tracking
- Fund and portfolio performance analytics
- Tracking of potential trades and scenarios
- Powerful and flexible reporting
- Due Diligence and Research Management
- Contact Management
- Fund Administrator and accounting system integration
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