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Helping wealth managers build strong advisory relationships — Folio is an investment intelligence platform built for wealth advisors
Helping wealth managers build strong advisory relationships — 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. [iPad, Productivity, API]
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2,435 products launched in 2018 · 100% still active