Folio
Helping wealth managers build strong advisory relationships
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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.
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