Folio

IT-Asset-Management-Software

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This extensive financial management platform centralizes and consolidates the tracking, organization, and analysis of diverse assets, liabilities, and entities across personal, family, and business portfolios, providing real-time performance benchmarking and detailed insights. It addresses issues such as financial fragmentation, opaque liabilities, and manual data management by offering a unified, secure, and professional-grade infrastructure designed for high-net-worth individuals, family offices, and serious investors seeking clarity, precision, and strategic control over complex wealth structures.

Folio kann gefunden werden in IT Asset Management Software Kategorien.

Die Produkte, die Folio am ähnlichsten sind, sind:

stockportfolio Verifiziertes Profil Befördert → DuBuque, Dare and Schoen Ultimate Verifiziertes Profil Befördert → Aleta → Masttro → Wealthr Verifiziertes Profil →

Screenshots

Details

Folio Hauptfunktionen

• Data Security
  Your financial data is protected with strong encryption and secure logs for every transaction.
• Asset Tracking
  You can see all your assets like stocks, crypto, real estate, art, and private equity in one view.
• Automated Reports
  Weekly summaries and health reports about your finances are sent to you automatically.
• Easy Asset Import
  You can add assets and liabilities quickly by importing data or entering it manually.
• Performance Delta
  It measures how much your investments are actually making compared to the market.
• Net Worth Tracking
  You can see your total wealth in real time, even with complex assets like crypto and real estate.
• Step-by-Step Setup
  You can start using Folio by registering assets, organizing entities, setting benchmarks, and making decisions easily.
• Benchmark Comparison
  Folio automatically compares your investment growth to big market indices like S&P 500.
• Liability Management
  It clearly shows your debts and liabilities, so you know your true financial position.
• Consolidated Dashboard
  A single screen shows all your wealth, no matter where or in what currency it is stored.
• Organization of Entities
  Group your assets into different organizations or purpose for better clarity.
• Multi-Organization Support
  You can keep and view all your business, family, and personal accounts in one place.
• Unified Financial Platform
  Folio combines all your financial tools into one system to make managing wealth easier.
• Real-Time Performance Tracking
  It shows how your investments are doing right now and compares them to market benchmarks.
• Purpose-Built for Serious Investors
  Folio is made for wealthy individuals, family offices, and business leaders who want complete control and clarity.

Abzeichen

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Folio-Alternativen

stockportfolio

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Aleta

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Masttro

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Wealthr

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This comprehensive financial management platform consolidates various asset c...

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