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What is Neofolio?

Neofolio is a cryptocurrency portfolio management application that aims to make it easier for users to track their digital assets. Featuring intuitive tools, it allows individuals to monitor their cryptocurrency holdings effortlessly, keeping them informed about the secure storage of their investments. This forward-thinking app is now available for FREE on the App Store, promising a hassle-free experience for users managing their portfolios. With NeoFolio, individuals can get a clear picture of their cryptocurrency assets by reviewing trades and deposits, allowing them to determine the present value, balances, and profits associated with their coins. You can conveniently consolidate all your investments in a single interface and gain in-depth insights into each cryptocurrency you own. The app offers real-time valuations for your assets, whether they are stored in hardware wallets, multi-coin wallets, or on exchanges. Importantly, NeoFolio emphasizes security by only collecting address information typically necessary for transaction receipt, ensuring that your funds are completely safe. This comprehensive approach makes NeoFolio not only a vital resource for novice cryptocurrency investors but also a valuable tool for seasoned traders looking to optimize their investment strategies. Moreover, the app’s user-centric design and robust features cater to the diverse needs of the cryptocurrency community, enhancing overall user satisfaction.

What is Folio by Amitree?

Folio enables real estate agents to efficiently manage their transactions directly from Gmail or Outlook, while providing seamless integration with GSuite and Microsoft 365. With the trust of over 100,000 agents, Folio aids in timely closings, impresses clients, and generates more referrals. This tool simplifies the process of wow-ing clients and keeping transactions organized, even during the busiest of times. Folio operates within your existing email environment, utilizing AI to automatically identify emails pertinent to real estate transactions. It allows for the swift creation of shareable timelines for clients and colleagues with just a single click. Additionally, Folio ensures your deals remain on schedule by offering transaction timelines and reminders that sync with your Google or Outlook Calendar. By consolidating all necessary emails, documents, and contacts into Smart Folders, Folio streamlines your workflow, making it unnecessary to search for important files ever again. Everything you need is conveniently organized and accessible!

Media

Media

Integrations Supported

Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook

Integrations Supported

Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$29/user
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

Neofolio

Company Website

www.neofolio.io

Company Facts

Organization Name

Amitree

Date Founded

2012

Company Location

United States

Company Website

www.amitree.com/try-folio/

Categories and Features

Categories and Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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