FolioMetrics is a provider of software solutions for fund manager investor relations and allocator research management.
Features for managers include a CRM, client portals, investor reporting, administrator integration, research management and compliance tools.
Features for investors include a CRM, document management, analytics, data integration, reporting and due diligence tools.
The software is used by 200 clients, including 125+ hedge funds, as well as private asset firms, traditional funds, and placement agents and service providers.
FolioMetrics was founded in 2012. In 2023 it was acquired by With Intelligence.
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