FolioMetrics

Innovative CRM solutions for investor relationships and research management

Industry specific solutions

Generic CRMs are too rigid, too broad, and don’t address the unique needs of asset management.

Using our platform and FolioMetrics together makes it easy to access and action proprietary investor intelligence within your CRM.

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Simplify your process

Our in-house experts have over 50 years’ experience developing and implementing CRM software for investment managers.

Use our platform and FolioMetrics together to access actionable data and insights that connect you with the right contacts, build deeper connections, and move conversations forward.

For Managers

Create seamless connections, streamline your workflow, and enhance investor experience.

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Administrator Integration

FolioMetrics integrates with all major fund administrators, automating the feed of client holdings and transactions.

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Client Portals

Streamline your communication by safely and securely sharing documents through our brandable investor profile.

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Investor Reporting

Automate the production of factsheets and other client reports to save time and increase the quality of your communications.

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Compliance

Benefit from investor classification, approval workflows, and advanced reporting. Create user groups to ring-fence datasets across business roles.

For Investors

Take control of research data and relationships

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Reporting

Find, monitor, and report on trends using both out-of-the-box and customizable report templates.

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Analytics

Analyze performance, risk and correlation statistics and use flexible views to compare funds and benchmarks.

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Document Management

Access a powerful, scalable and customizable repository for research and investment documentation.

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Due Diligence

Save time by automating the process of requesting and indexing due diligence questionnaires.

Combine our data with yours to also get access to:

  • Investor overviews (company information)
  • Investment preferences and intentions
  • Key contacts and contact details
  • Current fund rosters
  • RFPs
  • The latest intel articles where the investor is tagged
  • Consultant information
FolioMetrics Integration

Find out more

Together, build a solution that suit your needs, whatever the size of your firm.

Latest FolioMetrics insight