Folio “hands-on” client demo

In this demo, you need to pretend that you are a client of an imaginary financial advice business called “Folio Demo Financial Group”.

With Folio you have the option of letting clients and prospects register themselves online or you can create and manage all your client sign-ins within the advice team.

In this case we have set our demo up as an advice group that is happy to have its clients register online directly.

Register HereIf this is your first time to see this demo you need to register as a demo client of  the Demo Financial Group.
 

Signin HereAlready registered for this demo you can now signin to see again what a Folio client would see.
 

Ask a questionThis demo show cases just how great your online engagement can be with your clients. We know that this usually triggers a lot of questions so ask away!

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.