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Folio
Helping wealth managers build strong advisory relationships
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The community submitted 1 review to tell us what they like about Folio, what Folio can do better, and more.
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Arian Douglas
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Angel investor, advisor, capital markets
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1 review
Recommended this product
Review of
Folio
Their demo is good. Looks like a unique tool for investment advisors.
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Feb 22, 2018