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