Your capital works so you can live the life you've earned.
Make smarter investment decisions and drive greater outcomes for the portfolios in your care.
Fund managers deserve tools that run in the background, so you can focus on what matters: performance, relationships, and the moments that make life rich. Easefolio gives you that clarity and control without the grind.
Who we serve
Why Fund Managers Choose Easefolio
One platform for portfolio oversight, reporting, and operations, so you can focus on performance and clients.
- Align portfolios to targets with portfolio decisions powered by aggregated Easefolio data.
- Rebalance on demand for select accounts, households, portfolios or an entire book of business.
A complete, transformative technology and data platform.
$1.1T+
Assets under management tracked
$420M+
Portfolio value monitored in real-time
14,600+
Portfolio positions tracked across all assets
100+ events
Automated reports generated monthly
95
Broker and custodian integrations
1,200+
Fund managers using Easefolio
One platform. Full visibility. Built for fund managers.
Easefolio delivers portfolio management, reporting, and operations in one place, so you can run your fund without the operational overhead.