Folio
Helping wealth managers build strong advisory relationships
Folio launched on February 22, 2018 with 2 votes. The site was not reachable when checked in September 2026.
What it does
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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