Folio: Secure client centre for your website
Look more professional online and add instant value to your practice!
Put our Folio secure client account on your website and start engaging clients online just like large financial institutions.
As a financial adviser or finance professional, you are always under pressure to show value to your clients, especially as we move into the world of fee based advice.
Take your practice online!
Wouldn’t it be great to offer your clients online access to you and your team? A place to share their current online financial fact find; a place for them to play with cool financial calculators plus a secure document vault so that they have access to the documents you send them 24 hours a day!
Ask a questionFolio is a new product from AdviceConnect designed especially for small to medium advice practices that want to offer a secure client login area just like a large financial institution.
Folio brings bank grade online services capability directly into your existing website.
Want to hear more about what Folio can do for your clients and your advice team.
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.
* All prices quoted on this site are exclusive of GST
