Edgefolio for Fund Managers

What is the Fundportal?

A brief introduction to the Fundportal

Written by Theodoros Kotzastavros
Updated over a week ago

Setting up Fundportal

How to customise and brand your Fundportal

Written by Edgefolio Support
Updated over a week ago

Add a fund

Learn how to add your first fund

Written by Edgefolio Support
Updated over a week ago

Edit and maintain your data

Learn more about our monthly updating process

Written by Edgefolio Support
Updated over a week ago

Inviting Investors and Prospects

How can I invite new users to my FundPortal?

Written by Edgefolio Support
Updated over a week ago

Using Fund Portal privilege levels

Learn about our privilege level permissioning system

Written by Edgefolio Support
Updated over a week ago

What's the difference between admin and Portal owner?

I have set up my colleague with an Admin privilege level, however, she cannot see all the buttons along the top of the screen

Written by Theodoros Kotzastavros
Updated over a week ago

What do the Users' statuses mean?

This is an article to learn more about users' statuses and their definitions

Written by Theodoros Kotzastavros
Updated over a week ago

User Communications - Messages

How can I send a message to my Investors?

Written by Edgefolio Support
Updated over a week ago

What happens when I choose a specific link to redirect my Prospects/Investors?

Sending a message to someone who is not a user already

Written by Edgefolio Support
Updated over a week ago

User Communications - Documents

How can I send a message with a specific Document or link?

Written by Edgefolio Support
Updated over a week ago

Investor behaviour & analytics

Tracking your investors' behaviour on Fund Portal

Written by Edgefolio Support
Updated over a week ago

How to update Exposures & Holdings Charts

Updating or Amending present charts

Written by Theodoros Kotzastavros
Updated over a week ago

Understanding & editing your peer group

Learn how we compile your peer group and how to change it

Written by Edgefolio Support
Updated over a week ago

Add Documents & News Feed to FundPortal

Learn how to add documents, commentary and articles to your fund profile

Written by Edgefolio Support
Updated over a week ago

What does the Monthly Report button show?

The Monthly Report button smartly picks the most recent content from the News Feed and Documents tab

Written by Bastien Bourdon
Updated over a week ago

Generate factsheets & monthly reports

Learn about our Factsheet & Monthly Report features

Written by Edgefolio Support
Updated over a week ago

Using the Investor Search tool

Discover thousands of institutional investors

Written by Edgefolio Support
Updated over a week ago

What does 'deferred' message in the analytics mean?

Written by Theodoros Kotzastavros
Updated over a week ago

Why do some emails go my recipients' spam folder?

Emails/Campaigns going to spam folders

Written by Theodoros Kotzastavros
Updated over a week ago

Security Notes on FundPortal Document Rooms

FundPortal uses high security features to safely store and share your documents. All data is encrypted at rest and in transit.

Written by Edgefolio Support
Updated over a week ago

View our formulas and calculations

Review our analysis tab formulas

Written by Edgefolio Support
Updated over a week ago

How to Integrate your FundPortal with Hubspot

Log emails sent from your FundPortal in your Hubspot CRM with the BCC address

Written by Theodoros Kotzastavros
Updated over a week ago

Changing the 'sender's email' address.

How to change the sender's email in your Portal, so you can make it look like it comes from your organisation directly.

Written by Edgefolio Support
Updated over a week ago

How to use or enforce Multi Factor Authentication

How to setup and use MFA (Multi Factor Authentication) to protect your account, and how to enforce MFA on some users of your FundPortal.

Written by Bastien Bourdon
Updated over a week ago