Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Leave your identity, membership, and bank cards at home for good. With the Folio digital wallet, you can effortlessly convert all your plastic cards into a secure digital format in just seconds, ensuring that only you have access to them wherever you go with your phone. While you may have tried similar solutions previously, this one stands out by generating a biometric key that grants you access to your digital wallet and various services. Folio uses your selfie to match with your photo ID, confirming your identity before digitizing your cards. Everything is then securely encrypted and stored in a private vault on your smartphone. A swift biometric verification allows you to access all your essential data, cards, and documents seamlessly, no matter where you are or what you're doing. You can share this information with trusted individuals and organizations, allowing you to enjoy the services and content you love. Importantly, unless you provide explicit consent, no one else can view your data—not Folio, not your bank, and certainly not social media platforms like Facebook. Folio maintains strict privacy, ensuring that your wallet remains inaccessible to anyone but you. Your information is kept safe within an encrypted vault on your device, giving you peace of mind. The Folio digital wallet revolutionizes how you manage your cards while prioritizing your privacy and security.
Description
Experience a secure and automated Registrar file upload directly from our backend, ensuring your data is safely backed up to a secure offsite location each night and accessible from anywhere you may be. Our interface is not only user-friendly and aesthetically pleasing, but it also enhances the speed and efficiency of your tasks. We utilize automated processes capable of managing large volumes of data for thousands of advisors, allowing you to focus on what matters most while we handle the data upload seamlessly across all asset classes. You can conveniently group investors into family accounts and assign relationship managers and sub-brokers to optimize client interactions. Every client can access all necessary information effortlessly and transact within existing folios or create new ones thanks to our seamless integration with platforms like NSE N MF, BSE Star MF, and MFU. Additionally, you can schedule bulk emails, including reports as attachments, to be sent to specific groups of clients or prospects, streamlining your communication efforts. This comprehensive solution not only simplifies your workflow but also enhances your overall client management experience.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Folio
Founded
2015
Country
United Kingdom
Website
folio.id/
Vendor Details
Company Name
Excel Net Solutions
Country
India
Website
www.investwellonline.com
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No