Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FolioHD is a platform embraced by countless individuals globally, ranging from photographers and models to makeup artists and stylists, as well as architects, interior designers, artists, and graphic designers. Many users share their success stories, expressing how FolioHD has been instrumental in landing them their ideal jobs, which is truly the essence of our service! I am certain that you will discover FolioHD to be the most user-friendly yet robust online portfolio platform available. Your input is valuable, so please feel free to share any thoughts you may have! With lightning-fast upload options or the ability to import directly from Dropbox or Instagram, managing your portfolio has never been easier. Our designs seamlessly adjust to fit your content while allowing you to select your preferred color schemes and fonts. Additionally, you can take advantage of features like password protection, image safeguarding, and analytics, all under your personalized .com domain. This makes FolioHD not only functional but also tailored to enhance your unique creative expression.
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
Dropbox
Yes
Flickr
Yes
Google Drive
Yes
Google Photos
Yes
Instagram
Yes
Integrations
Dropbox
No
Flickr
No
Google Drive
No
Google Photos
No
Instagram
No
Pricing Details
$6 per month
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
No
iPad App
No
Android App
No
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
No
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FolioHD
Country
United States
Website
foliohd.com
Vendor Details
Company Name
Excel Net Solutions
Country
India
Website
www.investwellonline.com
Product Features
Website Builder
Auto Update
No
Content Import / Export
No
Drag & Drop
No
Invoices
No
Landing Pages / Web Forms
No
Newsletter Management
No
Online Booking
No
Online Store Builder
No
Pre-built Templates
No
Real Time Editing
No
SEO
No
Survey Builder
No
White Label
No
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