Secure Web Tools for Advice Practices
Folio is a new web service that lets you embed a secure, online member area right into your web site for your clients and your advice team.
Folio increases the value proposition to your clients by adding online financial tools and advice services to better connect your clients and advisers together.
The Folio web component plugs easily into your website and creates a secure online members area where you and your clients can interact securely.
In the same secure way that banks offer an online sign-in for customers – now you can offer the same style of services for your advice clients.
Ask a questionFolio is a secure, bank-grade web service, provided and supported by the same team that currently services many financial institution’s web solutions.
See PlansThere are Folio plans to match you business. Our plans are all ‘Pay-as-you-go’ monthly payments with no long-term contracts and a 30 day free trial.
Learn more about Folio in the following areas:
- Who is Folio for?
- What does Folio offer your clients?
- What does Folio offer your advice team?
- How much does Folio Cost?
- How can I try it?
Who is Folio for?
Folio is a web solution specially developed for small to medium sized financial advice practices.
By financial advice we mean:
- Financial Planners
- Mortgage Brokers and Advisers
- Insurance Brokers and Advisers
- Accountants
Folio is for modern advice practices that want to offer a secure place for their clients and their advice team to work together and increase client engagement.
Up until now, advice businesses only had options for putting links to financial institutions client sign-ins on their site because it was just not possible or affordable to get enterprise level secure web tools for small and medium sized businesses.
That is no longer true – AdviceConnect has taken its enterprise Fusion Financial Platform tools used by large financial institutions and created an advice practice solution – a simple web plug-in for your site.
What Folio offers your clients
- Their own personal client account area and a feeling of closer engagement with you and your team.
- Access to their personal and financial details
- Personal & Contact Details
- Financial Snapshot / Fact Find
- Access to great online financial calculators and tools
- Savings and investment calculators
- Superannuation and Insurance calculators
- Mortgage and lending calculators
- Secure document repository to give them access anywhere, anytime to the documents that you have provided them
- Statements of Advice
- Recommendations
- White papers
- Letters & Correspondence
- Secure client upload area so that clients can upload files simply and easily rather that passing everything around in email.
- Plus a set of online secure tools that let them interact with your advice team online
- Online Chat
- Ask an Adviser
- Contact Me
- Book an appointment
What Folio offers your advice team:
- A more professional looking web presence that will significantly increase your client’s view of the value of your services
- Increases engagement and collaboration between you and your clients online
- You will now have a place where your advisers can see all the clients details and documents in a single manageable space that is right inside your web site and available anytime and from any computer – either in your office, from home or on the road with a client.
- Answer client’s questions online with a fully auditable, compliant service that keeps track of all your conversations.
- Use the Folio calculators as presentation tools to discuss key concepts with clients and to create their client sign-in during your first meeting.
- Look over client’s shoulders online – you can immediately see what they have entered into any of the online calculators or tools
- Use the secure client area as a place for a prospect client to register and sign-in and initiate their online fact find
- You can upload your clients details and either create online sign-ins all at once or one at a time.
Want to hear more about what Folio can do your your clients and your advice team.
