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What is Folio.ink?

Folio.ink was created as a streamlined platform for the effortless sharing of a carefully selected array of images, serving this specific need entirely at no cost. Users can seamlessly upload images for distribution without requiring email accounts or any form of registration, which facilitates the creation of anonymous folios. Although we emphasize user confidentiality, we vigilantly oversee the platform to remove any illegal content, promptly deleting any folios that violate our terms of service. Images uploaded to Folio.ink are stored in their original form on our servers, allowing for easy downloading, while those shown in the folio's slideshow and interface are optimized through compression to boost loading efficiency. Furthermore, PDFs include a preview of their first page, and clicking on any file takes users to the original high-resolution image or complete PDF document. This intuitive design not only makes sharing images straightforward but also ensures a visually engaging experience for all users. In this way, Folio.ink stands out as an ideal solution for anyone looking to share images with ease and style.

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.ink

Company Website

folio.ink/

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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