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Folio

Folio

Helping wealth managers build strong advisory relationships

•1 review•

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Forum Threads
Foliop/folio-4deb15d4-9d36-46ac-9830-4f1f0213b620
Sitashwa Srivastava
Sitashwa Srivastava
Folio - Helping wealth managers build strong advisory relationships
•1•

7yr ago

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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
Arian Douglas
•1 review

Their demo is good. Looks like a unique tool for investment advisors.

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7yr ago