One stop for IFAs, WMs.
Aggregation for cost reduction.
Discover how FolioGenie transforms your financial advisory practice
Reduce administrative overhead by up to 60% with automated workflows and integrated processes.
Access real-time analytics and insights to make data-driven decisions and improve client outcomes.
Stay compliant with industry regulations while ensuring the highest level of data security.
Building trust through transparency and ethical practices
Continuously evolving to meet industry needs
Flexible solutions that grow with your business
Our platform leverages the latest technology to deliver exceptional performance and reliability.
Access your data securely from anywhere, anytime
Enterprise-level security protocols protect your data
Full functionality across all devices and platforms
FolioGenie was founded with a simple mission: to streamline the complex world of financial services for Independent Financial Advisors and Wealth Managers. We recognized that the industry was fragmented, with multiple platforms and providers creating inefficiencies and increasing costs.
Today, we provide a unified platform that aggregates services, simplifies contracts, and reduces operational overhead, allowing financial professionals to focus on what matters most - serving their clients.