Edgefolio

⭐ BIG NEWS! ⭐ We are excited to share that we’ve been shortlisted for the Hedgeweek's European Awards 2025 – Hedge Fund Platform of the Year! We’d love your support to help us secure this award. 👉 Voting link here: hubs.ly/Q037kxc00

We're proud to announce that Edgefolio has achieved SOC2 Type 2 accreditation, demonstrating our ability to consistently maintain a secure environment for our clients. A milestone achievement for 2025. 💪 🔑 Details below: hubs.ly/Q03516wT0

Stay ahead in fund marketing with the latest Edgefolio insights and content delivered straight to your inbox. Be sure to sign up ✉️ Link here: hubs.ly/Q031HhmZ0

Season’s greetings from the Edgefolio team! As the year wraps up, we want to thank our network for making it a great one. Wishing you a joyful season and a successful #2025 ahead. 🚀

#Rebrand announcement 🚀 Today, we're unveiling a new look. With beautiful client portals, CRM, data room, and email marketing, Edgefolio is bringing the experience investors expect. Check out hubs.ly/Q02RllcG0

We always end our quarter with a team social - bringing the whole team together. To wrap up Q3, we went to Swingers to try our hand at crazy golf! 🏌️

We are excited to announce that Altana Wealth is now live on FundPortal, Edgefolio's all-in-one fund marketing and investor relations portal. hubs.ly/Q022QGqk0

A great effort from all at the JPMC Corporate Challenge in London! It was neck and neck, but Iain Dighouse was the Edgefolio winner with a lead of 20 seconds over second place. Well done Iain! We all rewarded ourselves with food and beer, naturally.

We take our quarter-end socials seriously; they're a chance to come together, celebrate success, and enjoy each other's company on a purely social basis. And in June we also celebrated Edgefolio's 10th birthday! So to wrap up Q2, we went to see the T20 cricket at The Oval 🏏

Thank you to everyone who came to our hedge fund summer drinks/10th anniversary party last night - we had a blast, and hope you did too! 😎

A key consideration for our hedge fund clients is how long the implementation process will take, and what is required from the fund manager. In our latest blog, we spell it out - and you may be surprised by how quick it can be. hubs.ly/Q01SNsVQ0

Three weeks until our summer drinks at Soho Sky Terrace. This will bring together our hedge fund, PB, 3PM and investor community, and with 80+ people registered already space is limited. If you would like to join us, click here to register your interest. hubs.ly/Q01SNhJ20