Folio is an autonomous AI agent that monitors markets, tracks client positions, and keeps your clients informed — 24/7, without you lifting a finger.
Every boutique wealth manager knows the grind. Monday morning inbox full of client questions. Quarterly reports that take days to compile. Market moves you should've caught but didn't. Clients who feel out of the loop between meetings.
Folio handles all of it. It watches markets, tracks positions, flags anomalies, and reaches out to clients with relevant updates — automatically, every day.
Watches equities, fixed income, crypto, and commodities around the clock. Flags when something moves — before it becomes a client question.
AI-generated weekly updates and quarterly summaries for every client. Personalized, accurate, sent without you touching a thing.
Detects unusual moves in client portfolios, sector rotations, and macroeconomic signals. Notifies you — and the client — when something needs attention.
Maintains a living profile of every client — risk tolerance, rebalancing triggers, life events — so every interaction is contextual and timely.
Link your portfolio data, client list, and preferred market feeds. Folio ingests your existing structure in under an hour.
It maps every client's goals, risk profile, and communication preferences. No templates — each report is personalized.
Folio sends weekly updates, flags anomalies, and surfaces opportunities. You approve the major calls — it handles the rest.
Every hour you spend on manual reporting is an hour not spent growing your book. Folio changes that ratio permanently.
Folio — The autonomous wealth management agent.