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Description
FolioHD is a platform embraced by countless individuals globally, ranging from photographers and models to makeup artists and stylists, as well as architects, interior designers, artists, and graphic designers. Many users share their success stories, expressing how FolioHD has been instrumental in landing them their ideal jobs, which is truly the essence of our service! I am certain that you will discover FolioHD to be the most user-friendly yet robust online portfolio platform available. Your input is valuable, so please feel free to share any thoughts you may have! With lightning-fast upload options or the ability to import directly from Dropbox or Instagram, managing your portfolio has never been easier. Our designs seamlessly adjust to fit your content while allowing you to select your preferred color schemes and fonts. Additionally, you can take advantage of features like password protection, image safeguarding, and analytics, all under your personalized .com domain. This makes FolioHD not only functional but also tailored to enhance your unique creative expression.
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
Dropbox
Flickr
Google Drive
Google Photos
Instagram
Pricing Details
$6 per month
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
FolioHD
Country
United States
Website
foliohd.com
Vendor Details
Company Name
Excel Net Solutions
Country
India
Website
www.investwellonline.com
Product Features
Website Builder
Auto Update
Content Import / Export
Drag & Drop
Invoices
Landing Pages / Web Forms
Newsletter Management
Online Booking
Online Store Builder
Pre-built Templates
Real Time Editing
SEO
Survey Builder
White Label
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
