Alternatives to FinFolio

AppFolio Property Management is a web-based Property Management platform that allows private owners, realty managers, and tenants to manage their property. It includes Billing & Invoicing and Credit Checks, Rent Tracking and Rent Tracking. Tenants have access to the tenant portal. They can send messages, request receipts and pay rent. AppFolio's Owner Portal provides a detailed look at Expense, Insurance, Vacancy Tracking, and Management for Leases, Taxes, Tenant Database, Website updates, and management for Leases. AppFolio's simple-to-use software makes it easier for property owners to market, manage and grow their businesses.

AppFolio Investment Management offers a comprehensive cloud-based software solution designed specifically for real estate investment management. This versatile platform, accessible through a single login, equips users with powerful tools to enhance the efficiency of fund and syndication management. Investors can utilize an intuitive self-service Investor Portal, which allows for convenient 24/7 access, interactive dashboards, and a robust CRM that facilitates effective communication and fundraising efforts. Developed by the acclaimed team responsible for AppFolio Property, this portal grants investors continuous access to a personalized dashboard that outlines their investment status and asset details, including both invested and distributed capital. Investors benefit from real-time insights into their financial positions as well as the ability to easily locate important reports, tax documents, and other shared files, with the added security of electronically signing agreements. Through its user-friendly interface, the AppFolio Investor Portal not only simplifies investment management but also strengthens the connection between investors and their investment managers.

Folio is an all-in-one procure-to-pay solution designed specifically for hospitality teams, requiring no prior training and streamlining ordering, invoice management, and supplier payments within a unified interface. Users can quickly place orders through Folio Buy, accessing a curated list of approved vendors via a sleek, user-friendly dashboard. The Folio Bills feature harnesses AI to automate invoice processing, ensuring accurate data capture, matching invoices to purchase orders, managing approval workflows, and highlighting discrepancies, which can save teams as much as 40 hours each week. Additionally, Folio Pay integrates invoices, orders, and payments, facilitating rapid and secure bill settlement while incorporating rebates directly into the platform. There is no necessity for third-party portals or self-managed systems, as suppliers and product catalogs are automatically populated during the import process. Furthermore, the onboarding process is highly efficient, enabling connections with suppliers, the setup of approval workflows, budget imports, and team member invitations to be completed in mere days rather than months, thus significantly enhancing operational efficiency.

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.

Overseeing contracts, risks, compliance, incidents, and audits can often be intricate and labor-intensive. If you seek a solution that is not only user-friendly but also quick to deploy, consider exploring Folio. Folio offers customizable templates, streamlined workflows, timely notifications, and comprehensive reports that ensure nothing falls through the cracks. Many risk management systems merely serve as superficial compliance tools, but Folio transforms Risk Management from an infrequent task into an integral part of business operations. By addressing Risk, Compliance, Incidents, and Audits, Folio provides significant value to Boards, Management, and Operational Teams alike. It stands out as the premier resource for contract-related information, overseeing the entire contract lifecycle—from the initial request to performance management and eventual renewal. Moreover, Folio enhances Contract Management beyond just the basic functions of document storage and monitoring contract expiration dates, allowing organizations to achieve a higher level of efficiency and effectiveness in their contract processes. This comprehensive approach not only simplifies management tasks but also fosters a proactive culture of compliance and risk awareness within the organization.

Elevate your tutoring experience with ClassFolios, a platform designed to streamline the management of your tutoring enterprise. Concentrate on your teaching while we handle all aspects of the tutoring workflow, ensuring efficiency in your operations. With ClassFolios, you can effortlessly communicate with students, monitor each tutoring session, and manage invoicing, allowing you to devote more time to nurturing meaningful connections. The platform is equipped with features that simplify your responsibilities; much of the scheduling, payment processes, and student administration are automated for your convenience! Expand your client base with an attractive profile page that draws in new students, and keep them engaged through seamless in-class communication provided by ClassFolios. This comprehensive tool enables tutors to organize sessions, enroll students, notify about upcoming payments, and track transactions. Furthermore, ClassFolios serves as an online hub where tutors can showcase their courses, allowing students to enroll and learn efficiently, while also managing their courses, schedules, and invoices all in one place. By integrating these functionalities, ClassFolios not only enhances the tutoring process but also paves the way for your business growth.

Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.

Folio helps real estate agents stay on top of transactions from Gmail or Outlook and integrates seamlessly with GSuite and Microsoft 365. Over 100,000 real estate agents trust Folio to help them close on time, impress their clients and get more referrals. Folio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. Creating timelines that you can share in one click with clients and colleagues is quick and easy. Folio helps you keep your deals on track with transaction timelines and reminders integrated into your Google or Outlook Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!

Folio.ink was developed as a quick and efficient platform for sharing a curated collection of images in a sleek format, fulfilling this singular purpose entirely free of charge. This service allows users to effortlessly upload images for sharing without the need for email accounts or registration, enabling anonymous folio creation. While we prioritize user privacy, we actively monitor the platform to eliminate any illegal content, swiftly removing any folios that breach our terms of service. The images uploaded to Folio.ink are preserved in their original format on our servers, making them available for download, while those displayed in the folio's slideshow and interface are compressed to enhance loading speed. Additionally, PDFs provide a preview of the first page, and clicking on any file directs users to the original high-resolution image or the full PDF document. This user-friendly approach ensures that sharing images is not only simple but also visually appealing.

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

Advyzon is an all-encompassing cloud solution tailored for wealth management and advisory firms, merging portfolio management, performance analytics, customer relationship management, billing, document handling, client portals, and business intelligence dashboards into a single cohesive platform. This versatile platform facilitates smooth integration with leading custodians and daily data feeds, features a customizable CRM that synchronizes email and calendar activities while automating workflows, and allows for sophisticated report generation that can be tailored with branding and distributed on a scheduled basis. Moreover, it offers secure portals for clients and mobile applications to enhance collaboration between clients and advisors, along with document sharing capabilities. In addition to these features, Advyzon incorporates a rebalancing engine known as "Quantum" for managing trading and models, includes integrated billing management options for various fee structures, and boasts a modular design that enables firms to gradually unlock more functionalities while maintaining a consistent database framework. This adaptability ensures that firms can evolve their services in response to changing client needs and industry trends.

Envestnet | Tamarac is a comprehensive advisor technology suite built to help independent RIAs operate with the efficiency and insight of large-scale institutions. The platform integrates portfolio management, trading, performance reporting, and billing into one cohesive system that eliminates data silos and streamlines the advisor workflow. With its powerful Rebalancing and Trading platform, Tamarac allows advisors to execute trades quickly and accurately while maintaining compliance and tax efficiency. Its Client Reporting tools deliver clear, customized reports that strengthen transparency and trust between advisors and investors. The Client Portal gives clients real-time access to performance data, financial documents, and personalized dashboards, deepening engagement and loyalty. Combined with CRM integration and data analytics, Tamarac provides a holistic view of every client relationship. Backed by Envestnet’s enterprise-grade infrastructure, it delivers scalability, reliability, and security that advisory firms can depend on. Ultimately, Tamarac enables firms to deliver a better client experience, improved operational efficiency, and measurable growth.

FolioMetrics stands out as a premier provider of cutting-edge solutions tailored for investor relations and research management, with a reputation built on the trust of over 200 top hedge funds, private capital managers, and traditional investment firms worldwide. Their comprehensive product offering features a user-friendly CRM designed specifically for investor relations and marketing teams, as well as a secure, scalable client portal for effective information sharing with both investors and prospective clients. Moreover, they provide tools that streamline the creation of factsheets and various client reports, thereby significantly improving communication quality. Alongside these offerings, FolioMetrics includes compliance functionalities such as investor classification, defined approval workflows, and sophisticated reporting features, complemented by seamless integration with popular fund administrators to automate the management of client holdings and transactions. Their research management solution further enhances investment teams by centralizing research notes and documentation, thus promoting efficient collaboration and information access. This holistic approach not only boosts operational efficiency but also reinforces the commitment to delivering exceptional service to clients.

Neofolio is a cryptocurrency portfolio management tool designed to simplify the tracking of your digital investments. It provides user-friendly features that allow you to effortlessly monitor all your cryptocurrency assets, ensuring you always know where they are securely held. Now, this innovative app is available for FREE on the App Store, offering a seamless experience for managing your portfolio. With NeoFolio, users can accurately assess their cryptocurrency holdings by analyzing trades and deposits to reveal the current value, balances, and profits of their coins. You can conveniently view all your investments in one place and access detailed insights on each cryptocurrency. The app provides real-time valuations for your assets, regardless of whether they are in hardware wallets, multi-coin wallets, or exchanges. Notably, NeoFolio prioritizes security by only utilizing address information typically required for receiving transactions, ensuring that your funds remain entirely protected. This comprehensive approach makes NeoFolio an essential tool for both novice and experienced cryptocurrency investors.

The VestmarkONE® platform enhances the ability of wealth management firms and their advisors to achieve superior investor results by streamlining the process of portfolio creation and oversight tailored to individual needs. Renowned for its reliability, this platform is utilized by some of the most esteemed companies in the wealth management sector. It has the capacity to manage the financial needs of hundreds of thousands of households, effectively replacing outdated systems to boost advisor productivity and allow for extensive customization. You can adjust your implementation to perfectly align with your organization's unique requirements and goals. This flexible array of software and outsourced services grants you, rather than your technology provider, the power to customize and oversee the system. It offers advanced solutions tailored even for your smallest client relationships, incorporating options for fixed income modeling, options strategies, unified managed accounts (UMAs), separately managed accounts (SMAs), and beyond. Additionally, the platform ensures that as your business evolves, you can easily adapt your strategies to meet changing market demands and client expectations.

Pepper Folio provides commercial and medical teams with convenient, customized access to brand-approved materials. This platform allows sales representatives and medical science liaisons (MSLs) to effortlessly find and retrieve the necessary content to effectively engage with important stakeholders. Once content receives approval in Pepper Flow, it can be automatically transferred to Pepper Folio, facilitating easy access to on-brand resources for both global and local markets. With Pepper Folio’s capabilities, the entire process from review to approval and distribution becomes fully automated. As content is approved, updated, or deemed outdated in Pepper Flow, it is dynamically refreshed or removed from Pepper Folio, ensuring that only compliant materials are available for use. Consequently, your team benefits from a single, centralized repository that houses the most up-to-date content to enhance impactful meetings. Additionally, the marketing and operations team can analyze content usage metrics to uncover which materials engage your target audiences effectively. This streamlined approach not only saves time but also enhances collaboration across teams, ultimately driving better outcomes.

SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system. We offer a wide variety of products, including: Portofolio management System Accounting and Multi-jurisdictional NAV Investment Book of Record Partnership Accounting OMS Order Management IRM and Regulatory Compliance Management Fees and Billing Cash Management Multi-asset class Integration Data Management Platform Reconciliation Services Client Reporting and Web Portal Customer Onboarding and KYC GIPS Performance and VAR Modeling

The Fundamental Portfolio Manager (FPM) represents a cutting-edge, comprehensive Investment Management solution that harnesses the power of contemporary technology to deliver a feature-rich and adaptable platform catering to the diverse needs of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds across the industry. Among our clientele are some of the most prominent investment firms in Southern Africa, managing assets that surpass R1 trillion. Recognized as the leading technologically advanced end-to-end investment management platform, FPM's continuous evolution and enhancement ensure it aligns with the latest global technological advancements. This commitment to innovation enables us to thrive and maintain our competitive edge in an ever-evolving and challenging financial landscape. Ultimately, our focus on integrating state-of-the-art solutions solidifies FPM's position as an indispensable tool for investment professionals.

Enhanced reporting, invoicing, trading, rebalancing, client interaction, business intelligence, and financial data management tailored for wealth managers. Blueleaf integrates reporting, communication, and automation solutions to construct a system that stands out for its power and ease of use in the marketplace. Obtain straightforward, customizable insights that captivate, focusing on both the assets under your management and the operational aspects of your business. Strengthen connections with clients and potential clients while conveying essential information in an easily digestible manner. Save valuable time and improve efficiency through automated processes for delivery, billing, and account upkeep, allowing you to regain control over your workflow. Additionally, the platform's user-friendly interface ensures that managing complex financial data becomes less daunting and more intuitive.

An all-encompassing platform tailored for financial advisors prioritizing client relationships, this solution features a modern and user-friendly interface that grants immediate access to all client data. It offers a visually appealing and seamless client interaction experience through a white label mobile application and portal. The platform encompasses various functionalities, including performance analysis, trading and rebalancing features, billing, and a secure document vault. Additionally, it integrates with 25 top wealth-tech providers in areas like CRM, planning, and risk management, along with direct links to 14 custodians and numerous financial institutions. Whether you're a small firm that has outgrown basic custodian tools or a larger enterprise seeking a better all-in-one solution, CircleBlack is designed to enhance efficiency, impress clients, and attract new business. This comprehensive tool serves as the ideal choice for advisors transitioning from wirehouse and IBD channels, aiming for a modern tech solution for their new RIA. With our exceptional support services, we ensure a smooth transition that reduces client loss and enhances overall professionalism, allowing advisors to focus on what truly matters—building lasting client relationships.

FolioHD is a platform embraced by countless individuals globally, ranging from photographers and models to makeup artists and stylists, as well as architects, interior designers, artists, and graphic designers. Many users share their success stories, expressing how FolioHD has been instrumental in landing them their ideal jobs, which is truly the essence of our service! I am certain that you will discover FolioHD to be the most user-friendly yet robust online portfolio platform available. Your input is valuable, so please feel free to share any thoughts you may have! With lightning-fast upload options or the ability to import directly from Dropbox or Instagram, managing your portfolio has never been easier. Our designs seamlessly adjust to fit your content while allowing you to select your preferred color schemes and fonts. Additionally, you can take advantage of features like password protection, image safeguarding, and analytics, all under your personalized .com domain. This makes FolioHD not only functional but also tailored to enhance your unique creative expression.

Leave your identity, membership, and bank cards at home for good. With the Folio digital wallet, you can effortlessly convert all your plastic cards into a secure digital format in just seconds, ensuring that only you have access to them wherever you go with your phone. While you may have tried similar solutions previously, this one stands out by generating a biometric key that grants you access to your digital wallet and various services. Folio uses your selfie to match with your photo ID, confirming your identity before digitizing your cards. Everything is then securely encrypted and stored in a private vault on your smartphone. A swift biometric verification allows you to access all your essential data, cards, and documents seamlessly, no matter where you are or what you're doing. You can share this information with trusted individuals and organizations, allowing you to enjoy the services and content you love. Importantly, unless you provide explicit consent, no one else can view your data—not Folio, not your bank, and certainly not social media platforms like Facebook. Folio maintains strict privacy, ensuring that your wallet remains inaccessible to anyone but you. Your information is kept safe within an encrypted vault on your device, giving you peace of mind. The Folio digital wallet revolutionizes how you manage your cards while prioritizing your privacy and security.

Global Wealth Enterprise Solution, known as Global WealthES™ (previously referred to as TrustPortal), offers a robust and all-encompassing Wealth Management platform designed for both large and medium-sized financial institutions, allowing them to operate with maximum efficiency. This solution provides a complete suite of features that are intricately linked to facilitate seamless processing, resulting in significant scalability and operational effectiveness. The application encompasses a wide array of functionalities, including Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and advanced data analytics for enhanced business intelligence. Additionally, it supports trading through an integrated FIX engine, connecting to over 400 brokers for immediate trade execution and confirmations. With comprehensive reporting capabilities, both internal and client-facing reports and statements, as well as integrated data mining tools, the platform also ensures mobile accessibility across all devices, making it a versatile solution for modern wealth management needs. Overall, Global WealthES™ stands out as a vital asset for financial institutions looking to elevate their wealth management services.

We provide fast access to optimized images for all devices through a global delivery network specifically designed for visual content. Showcase your creations beautifully, regardless of the device your audience uses. With our state-of-the-art SEO optimization, your work will be easily discoverable and searchable. SoloFolio is the premier portfolio platform created by professional photographers who understand your needs and desires. We offer straightforward and professional portfolio and blog website solutions. Tailored for creative professionals, SoloFolio is a completely hosted portfolio and blogging service. We suggest purchasing your domain through Google Domains, and after acquiring it, please reach out to our support team via the Account page to connect it to your site. To make sure your images shine on every screen—from tiny smartphones to high-resolution Retina displays—we implement rigorous quality standards for all visuals. Additionally, SoloFolio is a fully managed web service that takes the hassle out of maintaining your online presence, allowing you to focus more on your craft.

Folio3 AgTech, located in California, serves as a technologically advanced ally for newcomers in the agricultural sector as well as seasoned Fortune 500 companies. Our goal is to enhance the capabilities of agricultural enterprises by facilitating digital transformation, enabling them to optimize and oversee all areas of their operations effectively. If you're seeking to grow your agricultural venture with tailored software solutions, ensure animal well-being through sophisticated data management systems, utilize AI for analyzing soil and monitoring crops, or establish a farmer-to-farmer e-commerce platform, Folio3 AgTech is here to assist you every step of the way. Additionally, we pride ourselves on our commitment to innovation and sustainability within the agricultural landscape.

Hallisoft is a global provider for travel and hotel software and technology. Our company has been in operation since 1999. Our customer base includes customers from Australia, Canada, the USA, SE Asia, and SE Asia. Software includes RezEasy Cloud PMS, web-based property management and booking engine, RezEasy Single (hotel reservation engine - one property) and RezEasy Portal.

Introducing Co-Pilot, an innovative multi-asset portfolio trading platform designed specifically for proactive wealth managers. Flyer provides a comprehensive FIX solution that includes an extensive array of software, integrations, development kits, and dedicated support. This all-in-one investment platform streamlines portfolio and order management within a single multi-asset application, all supported by the Flyer Trading Network. The Co-Pilot API empowers developers to swiftly build their own trading platforms and connect with various trading partners, ensuring a seamless and user-friendly experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, simplifying trading interactions with custodians and brokers alike. To navigate the complex workflows associated with managing a wide array of equities and mutual funds, advanced trading tools are essential. When you layer potential allocation combinations atop each other, the sheer number of unique portfolio possibilities expands exponentially, highlighting the platform's versatility and potential for wealth management. As the financial landscape evolves, Co-Pilot stands ready to adapt and meet the needs of its users.

Folio3, a machine learning firm, boasts a team of committed Data Scientists and Consultants who have successfully executed comprehensive projects in areas such as machine learning, natural language processing, computer vision, and predictive analytics. With the aid of Artificial Intelligence and Machine Learning algorithms, businesses are now able to leverage highly tailored solutions that come with sophisticated machine learning capabilities. The advancements in computer vision technology have significantly enhanced the analysis of visual data, introduced innovative image-based features, and revolutionized how companies across diverse sectors engage with visual content. Additionally, the predictive analytics solutions provided by Folio3 yield swift and effective outcomes, helping you to uncover opportunities and detect anomalies within your business processes and strategies. This comprehensive approach ensures that clients remain competitive and responsive in an ever-evolving market.

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

Folio is a comprehensive storytelling platform designed for individuals, small groups, and startups, enabling them to craft product demonstrations and captivating narratives without requiring any programming expertise. This user-friendly tool empowers users to express their ideas creatively and effectively.

Many financial advisors believe that the only viable means of gaining exposure to digital assets while maintaining client oversight is through separately managed accounts or over-the-counter funds and indices. These advisors have the capability to directly manage bitcoin and other digital assets for their clients, ensuring that these investments remain under their advisory umbrella and are secured by Fidelity Digital Assets℠. Whether you prefer to conduct trades in large volumes or on a per-transaction basis, we offer various tools to facilitate your needs. In collaboration with Fidelity Digital Assets℠ and Komainu, we prioritize the security of your digital assets. Our platform allows for the seamless replication of your existing advisory fee structure and billing methods. With the Choice solution, you can execute trades through Interactive Brokers or Kraken from a single retirement or investment account, all held in qualified custody. Additionally, if your clients have investments in REITs, physical gold, real estate, or other alternative assets, we are equipped to manage those as well. This comprehensive account enables you to buy and sell digital assets, stocks, ETFs, and more—all from one centralized location. Furthermore, there’s no extra charge if you wish to provide your client with access to their own login. In essence, we strive to simplify your investment management process while offering robust support for digital asset trading.

Elevate your business with Folio Plus, the hotel management software from Jinisys. This powerful tool streamlines numerous hotel operations, including handling guest reservations, managing room transfers, and facilitating check-ins and check-outs, along with accommodating group bookings and other essential front desk functions. It equips you with the necessary resources to enhance productivity across your operations. Folio Plus features an advanced guest management system and offers detailed reporting capabilities for thorough operational insights. Additionally, it provides seamless data integration with SAP Financials, allowing for direct charge postings to the guest account ledger. Users can quickly become proficient and efficient due to its intuitive Windows interface and user-friendly graphical data manipulation. Jinisys is committed to delivering innovative solutions tailored for businesses of all sizes in the hotel, restaurant, and retail industries. By adopting Folio Plus, you can ensure your business not only keeps pace with industry standards but also sets new benchmarks for excellence.

Top wealth management companies utilize the HiddenLevers Advisor Platform to assess client risk profiles, conduct portfolio stress tests, and develop strategies that mitigate risks while aligning with future objectives. The platform enables advisors to create tailored proposals showcasing risk tolerance, fee attribution, stress test results, and detailed breakdowns by style and sector, all presented under their own branding. Furthermore, HiddenLevers equips executives in financial institutions with vital business intelligence, allowing them to oversee risks associated with assets under management (AUM), clientele, revenue streams, and overall profitability, right down to the individual advisor's portfolio. This platform offers customizable tools for monitoring and visualizing risk metrics, asset movements, and key performance indicators specific to the firm, empowering leaders to navigate growth and complexity effectively and adapt swiftly to changing market conditions. By leveraging such insights, firms can enhance decision-making processes and improve client outcomes.

Folio serves as a digital guidebook platform aimed at enriching the experiences of guests for short-term rental providers. This tool enables hosts to craft sleek, customizable guidebooks that can easily be distributed through a simple link or QR code, eliminating the requirement for any app installations. These personalized guidebooks can include photos, videos, and notes, supplying guests with critical information such as Wi-Fi access, house rules, appliance instructions, and local attractions. In less than 10 minutes, hosts can create a guide using pre-made templates or by importing details from their property management systems. Additionally, it features collaborative editing for co-hosts, real-time updates, and analytics to monitor guest interactions. By anticipating guest inquiries and fostering a consistent brand presence, Folio not only saves time for hosts but also enhances overall guest satisfaction and engagement. This makes it an invaluable tool for short-term rental hosts looking to streamline their operations and provide a memorable stay for their guests.

iFOLIO serves as a cloud-driven digital engagement platform that revolutionizes sales and marketing in our increasingly virtual environment. It enables users to surpass pipeline and revenue objectives while swiftly addressing buyer expectations through enhanced engagement. With just a few clicks, you can provide captivating, brand-aligned information and effortlessly update the same link or create and personalize duplicates. Whether sharing rich content one-on-one or broadcasting to larger audiences, you can craft tailored visual campaigns that resonate. Gain insights into who has accessed your link, the duration of their engagement, and their specific interests, allowing you to prioritize leads using cutting-edge sales intelligence. You have the flexibility to personalize a link or generate a custom URL for a website, with options for public, private, or password-protected access. Elevate your presentations using rich media, set yourself apart in introductions, and address client inquiries through effective digital communications. Additionally, you can mentor your team with the iFOLIO leaderboard, energize your proposals, and take proactive steps using real-time sales intelligence. Finally, assess engagement levels with patented heat maps and harness advanced analytics to boost conversion rates. This comprehensive approach ensures that your sales and marketing efforts are not only efficient but also effective in achieving your goals.

Affordable box office solutions don’t need to be basic. Folio Box Office offers an array of advanced features typically found in premium ticketing software, all while remaining budget-friendly. If you seek a refined and economical option for both online and in-person ticket sales, or if you're eager to escape the ever-growing expenses of your current software, feel free to reach out at (715) 845-2794 or contact us via email for a complimentary demonstration. Since its inception in 1986, MarTech Systems has witnessed significant advancements in computer technology, yet our unwavering dedication to delivering top-notch software applications remains intact. The Blue Ribbon and Folio product lines encompass a comprehensive suite of products and services designed to fulfill all information system needs for your fair, exposition, or venue. Founded with a promise to provide exceptional support for a high-quality product, MarTech Systems has built a 25-year legacy that exemplifies this commitment, ensuring that our clients receive the best possible service and solutions. As we continue to evolve, our focus on innovation and customer satisfaction remains at the forefront of our mission.

Cattlytics is an advanced software platform for managing cattle and livestock, available on both web and mobile, created by the AgTech pioneers at Folio3. This innovative solution is designed to support cattle ranchers and dairy farmers of any size, providing an easy-to-use, offline-compatible tool that digitizes all facets of herd management, spanning from breeding through weaning and further activities. Additionally, Cattlytics aims to enhance operational efficiency and streamline workflows for users in the livestock industry.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

Our portfolio management solution, Croesus Advisor, is designed to be user-friendly, high-performing, and innovative, featuring advanced tools that allow wealth management advisors to securely and effectively oversee client assets. With Croesus Central, portfolio rebalancing becomes a straightforward, customized, and seamless process. This solution not only ensures compliance with both client and regulatory requirements but also enhances reliability and flexibility, ultimately freeing up time for advisors to focus on client interactions and business growth. Additionally, financial data can be transmitted easily and securely through Croesus’s application programming interfaces (APIs). Since its inception in 1987, Croesus has distinguished itself as a leading provider in the wealth management sector, earning the trust of numerous brokerages and banks to manage over 1 trillion dollars in client assets. The adaptability of our products to fit various business realities ensures they remain exceptionally user-friendly while maintaining high levels of performance and efficiency. As the industry evolves, Croesus continues to innovate, providing solutions that meet the changing needs of wealth management professionals.

MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals.

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

In a sector that demands constant oversight of information, the Arpon Cloud platform simplifies this process significantly. Users can book and oversee various types of rooms and venues for groups while managing pricing, financial reports, revenue, and electronic invoices—all remotely. The platform allows for a comprehensive view of reservations alongside account statements and billing details. It provides real-time insights into operational performance, including income from reservations as well as output from agencies and corporations over specified timeframes. Guests can register with or without prior reservations, make room alterations, update folio information, apply room charges, and assign rooms even before their arrival. Additionally, it empowers users to manage room status and cleanliness directly from mobile devices, enabling the assignment of housekeeping staff and marking rooms as out of service efficiently. The platform boasts integration capabilities with a variety of service providers, including channel managers, digital spreadsheets, and switches, ensuring a streamlined experience. This versatility makes it an invaluable tool for businesses seeking to optimize their room management operations.

Efficiently manage models, rebalance portfolios, track drift, and modify strategies all within an all-encompassing front-office platform. Regardless of whether your organization oversees institutional funds, personal wealth, or a blend of both, take advantage of a robust, cloud-based system designed to enhance your portfolio management, order generation, and trading processes. By integrating with Moxy, Advent Genesis ensures a fluid transition from trading choices to execution. Confidently expand into new markets, regions, and business avenues while minimizing operational risks and enhancing efficiency. With comprehensive dashboards that provide exception and status updates, as well as insights into strategy, model drift, and cash activities, you can easily delve into the specifics. Management views enable you to implement the necessary oversight and controls, facilitating a straightforward review of proposed trades before they are approved for execution. Ultimately, this integrated approach not only streamlines operations but also empowers firms to make informed decisions and adapt to changing market conditions with agility.

Wealth Portal operates online and is compatible with any web browser. This versatile platform integrates effortlessly with a variety of systems as well as custodial or broker/dealer environments. It provides users with a centralized access point for all their financial accounts, eliminating the need to visit multiple websites. Sharing confidential documents with clients has become remarkably straightforward, allowing users to securely send files of any size with just a few clicks. This streamlined process enhances efficiency and ensures the privacy of sensitive information.

FolioGrow is an intelligent software solution designed for cannabis cultivation that empowers users to optimize their yields and maximize profits. Relying on traditional methods like whiteboards to oversee your cannabis operation means you're missing out on crucial KPIs and important data. It's essential to understand which strains yield the highest profits, identify top-performing employees, and evaluate whether your cost-per-pound (CPP) is as competitive as possible since all these elements significantly influence your grow's profitability. FolioGrow serves as a cannabis cultivation management platform (CCMP) that consolidates all relevant data, enabling you to make informed decisions. By ensuring that essential information reaches everyone from team members to investors promptly, you can efficiently manage your grow as if it were a stock portfolio, fully harnessing the analytics of your crop. With FolioGrow, you gain a comprehensive, real-time perspective of your entire organization, allowing you to pinpoint the strains and individuals that contribute the most to your revenue. This holistic approach not only streamlines operations but also fosters a data-driven culture within your cannabis business.