• Folio/CRM

      Folio/CRM is a fully featured contact management solution specifically tailored for hedge funds. The solution provides users a simple yet powerful method for tracking all their contact information as well as their interactions. The features are tightly integrated with Microsoft Outlook allowing… Learn More
    • Folio/IR

      Folio/IR is a fully featured investor relations solution. With Folio/IR you no longer need to switch between multiple applications. It allows you to manage your prospect opportunities, mailings, reports, investor accounts and balances all in one unified solution. Features Installation… Learn More
    • Folio/RM

      Folio/RM is a fully featured research management and due diligence solution. Features Installation Options… Learn More
    • Folio/PM

      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… Learn More