Investor behaviour & analytics

Tracking your investors' behaviour on Fund Portal

Edgefolio Support avatar
Written by Edgefolio Support
Updated over a week ago

Your investors' interaction with Fund Portal creates a fully auditable trail consisting of your invitee's time-stamped logins, document downloads and profile tab views. Use these data-driven insights to streamline your sales effort by focusing on converting those prospects, who are most engaged.

You can view the activity of an investor or prospect in the 'contacts tab. Here, you will find a list of contacts who have already logged into your Fund Portal. To view different types of statuses to your contacts, find the 'status' button and select what status you would like to view.

To view a user's activity, select 'last online' in the corresponding row.

On this page, you can edit the privilege level of a specific contact in the 'Privilege level' dropdown or revoke access by selecting the 'Denied' option.

If you would like to remove or add to your columns, please click 'select columns' and choose what you would like to view.

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