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Description
Folio AI is a cutting-edge AI agent designed specifically for presentation decks, catering to consulting and strategy teams that operate directly within PowerPoint and Google Slides. Instead of functioning as a standalone application that requires exporting, it collaborates with users on their slides by creating new presentations from user prompts and editing current decks while maintaining templates, fonts, colors, layouts, and brand guidelines. Users can articulate the type of deck they need, begin with a preliminary draft, and then enhance it through additional prompts as Folio seamlessly applies the existing PowerPoint template. Furthermore, existing decks can be accessed and modified by requesting Folio to restructure, rewrite, reformat, extend, or restyle the content, with the option for manual changes available at any time. Folio interacts directly with authentic PowerPoint and Google Slides shapes and objects, ensuring that every component remains fully editable, thus empowering users to create polished presentations effortlessly. This innovative approach not only streamlines the presentation creation process but also enhances the overall quality of the final output.
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
Google Slides
Microsoft PowerPoint
Pricing Details
$10 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
Folio AI
Country
France
Website
get-folio.ai/
Vendor Details
Company Name
Excel Net Solutions
Country
India
Website
www.investwellonline.com
Product Features
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