Unified Workspace
Portfolio managers, operations teams, and investor relations collaborate in one environment. No more toggling between platforms or reconciling conflicting data across systems.
The Modern PortfolioGeneral LedgerWith Aesthetics.
Easefolio is the modern portfolio command center for modern allocators. We replace fragmented spreadsheets, legacy back-end platforms, and disconnected reporting tools with a single, real-time operating system for your entire firm.
What Easefolio does
One Platform. Every Function.
Easefolio unifies front, middle, and back-office workflows into a single workspace. Instead of stitching together custodian feeds, spreadsheets, and third-party admin portals, your entire team operates from one source of truth — with real-time data, institutional-grade controls, and reporting that runs itself.
Real-Time Data Pipelines
Streaming integrations with custodians, brokers, and exchanges keep NAV, risk metrics, and investor dashboards perfectly in sync. See your positions as they move — not as they were yesterday.
Automated Reporting Engine
Generate investor statements, quarterly reports, regulatory filings, and custom analytics dashboards on demand. What used to take your team days now takes minutes.
Institutional-Grade Security
Granular role-based permissions, SOC-ready audit trails, and bank-level encryption. Built for the compliance standards your LPs and regulators expect.
The Dashboard Experience
See Everything. Miss Nothing.
The Easefolio dashboard was designed to make complex fund data feel intuitive. Whether you're a GP checking total AUM before a board call or an LP reviewing their individual allocation, the experience is built for clarity and speed.
Fund-Level View
A high-level summary of fund performance that makes complex financial data instantly digestible. Track committed capital, unrealized gains, total fees, and AUM over time with a visual performance timeline. View your top holdings with detailed specs including market price, quantity, and realized/unrealized P&L - all on a single screen.
Individual Investor View
Every LP gets a personalized portal that mirrors the clarity of the fund-level dashboard. They see their proportional share of the overall fund, their personal breakdown across all asset classes - that, crypto, equities - and their individual performance over time. No more fielding ad-hoc requests for account summaries.
Performance Comparison
Showcase growth against industry benchmarks. Visualize how a hypothetical $1,000 investment in your fund compares to the S&P 500 and other benchmarks over any time horizon. Toggle between rich graphical charts and detailed table views. Customize asset selections and parameters to tell the performance story your investors want to see.
Connectivity
Every Account. One View.
Easefolio plugs into the brokers, digital asset exchanges, and banking partners your firm already relies on — so positions, balances, and activity roll into a single operating picture.
Bring TradFi and crypto together without reconciling spreadsheets or hopping between portals. Data stays current, auditable, and ready for reporting the moment you need it.
Supported integrations
New connections are added regularly based on client needs.
Allocation & ownership
Your Capital. Crystal Clear.
Track ownership percentage over time with a visual representation that shows exactly how each investor's share has evolved. Combined with a comprehensive view of asset distribution, it's the fastest way to confirm capital is allocated exactly according to plan.
Streamlined Visibility
Understand your exact standing instantly — no navigating complex menus or running custom queries. Designed for absolute clarity and speed.
Date Selector & Filtering
View snapshot data for any specific date. Filter holdings by asset type, date range, or custom criteria. Track how allocations have shifted over time with interactive chart elements that surface precise data points on hover.
Allocation Assurance
A quick-check tool for GPs and LPs alike to confirm capital remains steady and deployed according to the fund's investment mandate. No surprises.
Why Easefolio
“Built by Fund Managers, for Fund Managers.”
Every workflow reflects how real funds operate today — from capital calls to tax season. Purpose-built for GPs who need one system, not a patchwork of tools.
Real-Time, Not Batch
Streaming data pipelines keep NAV, positions, and investor views in sync as markets move — not after the fact.
Multi-Asset Native
Equities, digital assets, private credit, real estate, and more in one platform — not bolted-on spreadsheets for every sleeve.
LP Portal Included
Branded investor portals, document rooms, and K-1 delivery without juggling a separate vendor stack.
February K-1 Delivery
Tax and bookkeeping workflows designed so your team and accountants can deliver when LPs expect — not when software catches up.
Bank-Level Security
SOC-ready controls, encryption, and audit trails built for institutional expectations — for your firm and your LPs.
Mobile Ready
Full-featured access on iOS and Android so partners and investors can review positions, documents, and activity on the go.
Get started
Ready to Transform Your Portfolio Management?
Join the growing community of fund managers and institutional allocators who trust Easefolio to simplify their operations and deliver real-time visibility to their investors.