Audience
Hedge fund managers in need of a tool to streamline their research management processes
About FolioMetrics
FolioMetrics is a leading provider of innovative solutions for investor relations and research management, trusted by over 200 of the world's leading hedge funds, private capital managers, and traditional funds. Their product suite includes a modern, easy-to-use CRM built specifically for investor relations and fund marketing teams, a scalable and secure client portal for sharing information with investors and prospects, and tools for automating the production of factsheets and other client reports to enhance communication quality. Additionally, FolioMetrics offers compliance features such as investor classification, approval workflows, and advanced reporting, as well as integration with common fund administrators to automate client holdings and transactions. Their research management solution extends capabilities to investment teams, consolidating research notes and documentation.
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Integrations
No integrations listed.
Company Information
FolioMetrics
Founded: 2012
United States
www.foliometrics.co.uk
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online