Why foliogenie?

Our Mission

Single Platform for All Services – One Stop Shop for all the service needs of our Customers, Independent Financial Advisors (IFAs) and Wealth Managers (WMs) 

Cost Effectiveness – Utilize the power of Aggregation to achieve Cost Reduction for our Customers

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Unique Value Proposition

For Independent Financial Advisors – FolioGenie brings the entire service ecosystem at one place, providing curated solutions. Seamless connectivity and a single contract simplifies the operating model for its Customers

For Service Providers to IFAs – Onboard aggregated customer base of IFAs and WMs, while simplifying and digitising service mangement

Our Core Values

Foliogenie believes in deeply ingrained principle that guide all of the company’s actions and serve as its cultural cornerstones 

  • Integrity
  • Innovation
  • Adaptability