Folio
Helping wealth managers build strong advisory relationships
0 followers
Helping wealth managers build strong advisory relationships
0 followers
Folio is an investment intelligence platform built for wealth advisors. Users can integrate client portfolios from brokerages like Fidelity, E*Trade, Vanguard & more. Folio provides personalized investment ideas, portfolio analytics, stock screening functions using alternative data, investment scenario building, alerts for insider trades, and chat.
Their demo is good. Looks like a unique tool for investment advisors.
Pros:Nice way to get critical portfolio and investment info together. Makes it v.easy to stay on top of client investments on-the-go
Cons:Is limited to iPad for now