Spend more time with your clients
Spend more time with your clients with access to automated meeting booking, disclosure and scope of services. Each stage is auditable to show complete compliance with industry regulations.
Leverage our partners
Folio is a member of Australasia's largest broker network - the Steadfast Group. Steadfast has several strategic partners that you will gain access to when coming onboard as a Folio adviser. Have your own insurance partners? You can still use our technology!