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.
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.
Administrator Integration
FolioMetrics integrates with all major fund administrators, automating the feed of client holdings and transactions.
Client Portals
Streamline your communication by safely and securely sharing documents through our brandable investor profile.
Investor Reporting
Automate the production of factsheets and other client reports to save time and increase the quality of your communications.
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
Reporting
Find, monitor, and report on trends using both out-of-the-box and customizable report templates.
Analytics
Analyze performance, risk and correlation statistics and use flexible views to compare funds and benchmarks.
Document Management
Access a powerful, scalable and customizable repository for research and investment documentation.
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:
Find out more
Together, build a solution that suit your needs, whatever the size of your firm.
Latest FolioMetrics insight
7 Things to Consider When Implementing a CRM
44% unhappy with their current CRM.