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.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

FolioMetrics
Founded: 2012
United States
www.foliometrics.co.uk

Videos and Screen Captures

FolioMetrics Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online

FolioMetrics Frequently Asked Questions

Q: What kinds of users and organization types does FolioMetrics work with?
Q: What languages does FolioMetrics support in their product?
Q: What kind of support options does FolioMetrics offer?
Q: What type of training does FolioMetrics provide?

FolioMetrics Product Features

Investor Relations

Data Centralization
Investor CRM
Automated Reporting
Document Creation
Electronic Signature
Investor Transactions / Valuations
Deal & Acquisition Management
Custom Emails / Newsletters
Document Management
Compliance Management
IR Website Builder

FolioMetrics Additional Categories