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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

Alternatives

Alternatives

Format Reviews

Format

Ideaform
FolioSure Reviews

FolioSure

Acuity Analytics