Do you use Folio?
What is Folio?
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.
![Folio media 1](https://ph-files.imgix.net/30775195-3c3c-4928-a693-3ebff5949e7a.png?auto=compress&codec=mozjpeg&cs=strip&auto=format&w=256&h=160&fit=crop)
![Folio media 2](https://ph-files.imgix.net/f350d9b7-ffd6-4739-a605-ab8bf7cd6073.png?auto=compress&codec=mozjpeg&cs=strip&auto=format&w=256&h=160&fit=crop)
![Folio media 3](https://ph-files.imgix.net/10c138aa-7553-4b49-b802-2169e5d6d72d.png?auto=compress&codec=mozjpeg&cs=strip&auto=format&w=256&h=160&fit=crop)
Recent launches
Folio
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.
![Folio image](https://ph-files.imgix.net/30775195-3c3c-4928-a693-3ebff5949e7a.png?auto=compress&codec=mozjpeg&cs=strip&auto=format&w=150&h=90&fit=crop)