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Description
Folio.ink was developed as a quick and efficient platform for sharing a curated collection of images in a sleek format, fulfilling this singular purpose entirely free of charge. This service allows users to effortlessly upload images for sharing without the need for email accounts or registration, enabling anonymous folio creation. While we prioritize user privacy, we actively monitor the platform to eliminate any illegal content, swiftly removing any folios that breach our terms of service. The images uploaded to Folio.ink are preserved in their original format on our servers, making them available for download, while those displayed in the folio's slideshow and interface are compressed to enhance loading speed. Additionally, PDFs provide a preview of the first page, and clicking on any file directs users to the original high-resolution image or the full PDF document. This user-friendly approach ensures that sharing images is not only simple but also visually appealing.
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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Folio.ink
Website
folio.ink/
Vendor Details
Company Name
Excel Net Solutions
Country
India
Website
www.investwellonline.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management