Streamline your workflow and enhance investor experience

Take your marketing and investor relations to a new level with FolioMetrics

solution overview

Features for managers

CRM

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.

Compliance

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.

Providing innovative solutions to managers and investors since 2012

Over 200 clients worldwide including:

Over 125 hedge funds (of which over 40 have assets under management of 1bn+ USD)
Private assets firms across the spectrum of private equity, private credit and real estate
Placement agents, consultants and service providers
Traditional funds
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Find out more

Schedule a demo to see first hand how our solutions can help optimise your workflow and improve client experience