Folio

Empowering Wealth Advisors with Investment Intelligence Folio is a cutting-edge platform that helps wealth advisors build and maintain strong advisory relationships. With seamless integration of client portfolios from top brokerages like Fidelity, E*Trade, Vanguard, and more, users can access personalized investment ideas, in-depth portfolio analytics, and advanced stock screening functions powered by alternative data.

Enhance Collaboration and Communication Folio offers real-time chat capabilities for effortless communication and collaboration. Additionally, users can leverage scenario building to simulate different market conditions, receive alerts on insider trades, and make informed decisions that drive better investment outcomes.

Unlock Better Investment Decisions and Client Satisfaction By harnessing the power of Folio, wealth advisors can:

• Make data-driven decisions
• Enhance client satisfaction through personalized insights
• Drive better investment outcomes

Experience the transformative power of Folio and elevate your advisory relationships to new heights.