InvestWellExcel Net Solutions
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Related Products
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About
Folio AI is an AI agent built for decks where every slide counts, tailored for consulting and strategy teams that work directly in PowerPoint and Google Slides. It works with users on their slides instead of acting like a separate app they have to export from, generating new presentations from a prompt and editing existing decks while preserving templates, fonts, colors, layouts, and brand rules. Users can describe the deck they need, start with a draft, then refine it through follow-up prompts as Folio applies the existing PowerPoint template automatically. Existing presentations can also be opened and edited by asking Folio to restructure, rewrite, reformat, extend, or restyle the content, while manual adjustments remain possible at any point. Folio works directly with real PowerPoint and Google Slides shapes and objects, not images masquerading as slides, so every element stays fully editable.
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About
Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use. We have automated processes that can handle big data for thousands of advisors. Leave data upload to us and enjoy seamless portfolio of all asset classes. Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need. Transact in existing Folio and Create new folios using seamless integration with NSE N MF, BSE Star MF and MFU Platform. Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Strategy consultants and executive teams that need to create, refine, and edit polished, on-brand slide decks directly inside PowerPoint or Google Slides
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Audience
Investment Management solution for business managers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$10 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFolio AI
France
get-folio.ai/
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Company InformationExcel Net Solutions
India
www.investwellonline.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Investment Management Features
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
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Integrations
Google Slides
Microsoft PowerPoint
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