Portfolio Management
meets Investor Relations

eFolio digital portfolio manager is a two-way tool for investors and companies and funds. It provides a simple cost-effective tool for investors to track their portfolio and companies to manage both their investor relations and corporate reporting requirements on one platform.
The eFolio App is a digital portfolio management and investor and shareholder relations tool. The principal behind the app is to combine a large number of financial functions into one easy to manage tool. However, the data remains private between the company and the fund and the shareholder and the investor.

Investor Features

  • Single point of view for all investments
    shares or fund units
  • Valuation of each investment
  • Size of each investment
  • Key persons at the company or fund

Company Features

  • Shareholder Register
  • Directors and Officers Register
  • Persons of Significant Control Register
  • Shares in circulation
  • Current valuation

eFolio Services

  • Connectivity to Companies House API to enable
    filing of company documents
  • Templates of relevant company documents
  • Document storage capability
  • Document registration and portfolio
  • Powered by Companies House
  • Crowd Funding - Coming Soon

Pricing

Simple & transparent pricing plans

Investor
  • View and manage your entire
    share portfolio
£1.99 per year
Free
for first 12 months
Company
  • Unlimited shareholder setup
£4.99
per company
per year