Bringing Advisors &
Clients Together

WealthFolio is a cloud-based SaaS platform designed specifically for Financial Advisors, taking time-consuming & manual processes and bringing them into an online digital integrated platform.

With WealthFolio, you can now have a more holistic view of your Clients’ financial well-being and you will have more time to focus on solutions for your Clients and become a true partner & trusted Advisor.

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WealthFolio is a cloud-based SaaS platform designed specifically for Financial Advisors, taking time-consuming & manual processes and bringing them into an online digital integrated platform.

With WealthFolio, you can now have a more holistic view of your Clients’ financial well-being and you will have more time to focus on solutions for your Clients and become a true partner & trusted Advisor.
Bringing Advisors & <br>Clients Together Bringing Advisors & <br>Clients Together Bringing Advisors & <br>Clients Together Bringing Advisors & <br>Clients Together

Bringing Advisors &
Clients Together

WealthFolio is a cloud-based SaaS platform designed specifically for Financial Advisors, taking time-consuming & manual processes and bringing them into an online digital integrated platform.

With WealthFolio, you can now have a more holistic view of your Clients’ financial well-being and you will have more time to focus on solutions for your Clients and become a true partner & trusted Advisor.

Fact Finding without
Face-to-Face Meetings

WealthFolio allows you to get all the information you need from your Clients without the need for lengthy in-person meetings.

Collaborate with
Your Clients

Through WealthFolio you can provide your Clients with crisp visualization of their overall wealth through simple interfaces and dashboards for better collaboration.

Boost Sales
Through Better
Client Relationships

Share your ideas and proposals directly with your Clients through the WealthFolio platform. Build instant credibility and trust by delivering targeted solutions to meet their financial needs.

Improve Efficiency with
Advisor Workflow Tracking

Stay ahead of your competitors with WealthFolio tracking your activity, empowering you to focus on your Clients and making you a more successful Advisor.

We are certified by

Pricing

2-Year Plan

S$43/mo

SAVE OVER 30% vs MONTHLY PLAN
PAYMENT FOR 24 MONTH PERIOD

Features

Advisor Dashboard

Client & Prospect Management

Virtual Client Fact-Finding

Advisor Workflow Tracking

Pipeline Management

Insurance Commission Tracking

Automated Alerts

WealthFolio Security

Affiliate Program

1-Year Plan

S$49/mo

SAVE OVER 20% vs MONTHLY PLAN
PAYMENT FOR 12 MONTH PERIOD

Features

Advisor Dashboard

Client & Prospect Management

Virtual Client Fact-Finding

Advisor Workflow Tracking

Pipeline Management

Insurance Commission Tracking

Automated Alerts

WealthFolio Security

Affiliate Program

Monthly Plan

S$62/mo

(USUAL PRICE: S$89/mo)
MONTHLY PAYMENT

Features

Advisor Dashboard

Client & Prospect Management

Virtual Client Fact-Finding

Advisor Workflow Tracking

Pipeline Management

Insurance Commission Tracking

Automated Alerts

WealthFolio Security

Security

Security & reliability of our WealthFolio platform is of paramount importance to us.
We have implemented strict controls to ensure Advisor & Client data is safe with WealthFolio.

Data
Protection

The WealthFolio Secure Cloud platform applies finance industry-leading encryption to safeguard your data. Integrated encryption reports fulfil the requirements of security and regulatory audits.

Certified &
Compliant

WealthFolio servers are compliant with ISO 27001 Information Security Management Standards, MAS Technology Risk Requirements and Singapore Personal Data Protection Act (PDPA) Privacy Requirements

Two-Factor Authentication

In addition to your username and password, WealthFolio utilises SMS-based authentication and authorization, adding an extra layer of security for your account.

Secure
Infrastructure

WealthFolio is hosted on a Secure Cloud platform with security features including Role-based access control, vulnerability scanning and intrusion detection, detailed firewall and event logs.

Data
Protection

The WealthFolio Secure Cloud platform applies finance industry-leading encryption to safeguard your data. Integrated encryption reports fulfil the requirements of security and regulatory audits.

Certified &
Compliant

WealthFolio servers are compliant with ISO 27001 Information Security Management Standards, MAS Technology Risk Requirements and Singapore Personal Data Protection Act (PDPA) Privacy Requirements

Two-Factor Authentication

In addition to your username and password, WealthFolio utilises SMS-based authentication and authorization, adding an extra layer of security for your account.

Secure
Infrastructure

WealthFolio is hosted on a Secure Cloud platform with security features including Role-based access control, vulnerability scanning and intrusion detection, detailed firewall and event logs.