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What is Folio?

Leave behind your identity documents, membership cards, and banking cards for good with the Folio digital wallet. This innovative solution allows you to transform all your physical cards into a secure digital format in mere seconds, ensuring that you have exclusive access to them on your mobile device. While you may have encountered similar apps before, Folio distinguishes itself by using a biometric key for secure access to your wallet and associated services. It captures your selfie to verify your identity against your photo ID before digitizing your cards. Once digitized, your information is encrypted and securely stored in a private vault on your smartphone. A quick biometric check enables you to access your important data, cards, and documents effortlessly, regardless of your location or activities. You also have the option to share this information with trusted friends and organizations, allowing you to enjoy your favorite services and content without hassle. Importantly, your data remains strictly private; unless you grant permission, it cannot be accessed by anyone, including Folio, your bank, or social media platforms like Facebook. Folio is committed to maintaining your privacy, ensuring that your digital wallet is solely accessible to you. Your data is safely housed within an encrypted vault on your device, offering you unparalleled peace of mind. By prioritizing security and privacy, the Folio digital wallet transforms the way you handle your cards, making it a revolutionary tool for modern users. Imagine a future where your essential information is always at your fingertips, yet completely under your control.

What is FinFolio?

Wealth management professionals can effortlessly oversee reports, billing, rebalancing, and client portals using a single application. This comprehensive solution addresses the complexities of wealth management through a user-friendly interface that includes dashboards and trading features. FinFolio distinguishes itself with its intuitive and straightforward design, catering to the diverse operational styles of registered investment advisors (RIAs) by allowing customization to meet individual requirements. The platform expands the possibilities of portfolio oversight by consolidating vital functions such as reporting, rebalancing, trading, billing, and a mobile-accessible client portal into one integrated system. Users have the flexibility to manage the platform themselves or entrust operations to FinFolio, with options for white-labeling that promote brand identity. For those who prefer a hands-on approach, FinFolio equips users with powerful automation tools to streamline tasks and enhance data accuracy. Additionally, its open API facilitates further customization and integration with third-party applications, ensuring that each wealth manager can create a personalized experience. This extensive versatility not only strengthens operations but also solidifies FinFolio's role as an essential tool in the wealth management arena, making it a go-to choice for professionals aiming for efficiency and effectiveness in their services.

Media

Media

Integrations Supported

MoneyGuide
RightCapital

Integrations Supported

MoneyGuide
RightCapital

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Folio

Date Founded

2015

Company Location

United Kingdom

Company Website

folio.id/

Company Facts

Organization Name

FinFolio

Date Founded

2008

Company Location

United States

Company Website

www.finfolio.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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