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Key people at efolio.
efolio was founded in 2013 by Martin Altorfer (Founder).
efolio is an Ireland-based financial technology company that develops cloud-based accounting software designed to manage corporate finances and bookkeeping processes in real-time. The organization operates through a standard SaaS subscription business model, providing digital administration and financial tracking tools tailored for owner-managed enterprises, independent contractors, and self-employed professionals. Its core platform streamlines daily administrative workflows, expense tracking, and financial reporting for sole traders, business partnerships, and limited liability companies operating across the European market. By targeting both individual entrepreneurs and professional accounting firms, the enterprise software facilitates remote financial oversight, invoicing, and regulatory compliance for a diverse client base worldwide. The system integrates various financial management functions into a centralized dashboard, allowing users to monitor cash flow and generate tax documentation efficiently. efolio was established in the year 2013 by founder Mark Hegarty.
Key people at efolio.
efolio was founded in 2013 by Martin Altorfer (Founder).
I’ll assume you mean “eFolio” as a product/brand in finance (not Edgefolio, the fintech cap‑intro platform). If you meant a different “efolio” (another company or the Edgefolio firm), tell me and I’ll adapt the profile. Below is a concise company‑style profile for eFolio as a portfolio/wealth‑management product.
High‑Level Overview
eFolio is a digital portfolio management and client reporting product historically offered by broker‑dealer / wealth‑management firms (examples include Morgan Keegan and Raymond James) that provides online, interactive account aggregation, reporting, and performance tools for advisors and their clients[2][5][3]. It’s positioned as a client‑facing portal and advisor workstation that serves financial advisors, private bankers, and retail/institutional clients who need consolidated views of holdings, performance, and reporting[2][3]. The product solves the problem of fragmented account data and manual reporting by automating aggregation, performance calculations, and interactive reporting—improving transparency and client communication while reducing advisor operational friction[2][3].
Origin Story
eFolio originated as one of the early online interactive portfolio management systems developed by or for established broker‑dealers; notable branded instances include Morgan Keegan’s eFolio and Raymond James’ eFolioPlus, both positioned as proprietary client portals for reporting and portfolio interaction[2][3][5]. These systems emerged as firms digitized client reporting and moved away from static mailed statements toward secure, web‑based access. Founding in the sense of an independent startup is uncommon here—eFolio is typically an in‑house or vendor platform evolved within financial services firms to meet advisor and client needs[2][3].
Core Differentiators
Role in the Broader Tech Landscape
eFolio-type platforms are part of the digitization trend in wealth and asset management: demand for real‑time access, consolidated views across custodians, and improved client reporting has driven firms to deploy integrated portals and reporting engines[2][3]. Market forces favoring these products include regulatory emphasis on transparency, client expectations shaped by consumer fintech apps, and advisor efficiency needs. These platforms influence the ecosystem by setting baseline expectations for reporting capabilities and by pressuring smaller firms to adopt similar tools or integrate third‑party aggregators.
Quick Take & Future Outlook
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