For Advisors & RIAs

Replace the 45-minute suitability interview with an 8-minute behavioral deep-dive.

Reclaim 6hrs/week in opportunity cost ($300/hr). Folio AI delivers a pre-filled suitability report and a behaviorally-fit ticker shortlist before your client walks in.

8 min

Average interview length

Down from 45 minutes.

6 hrs

Saved per week

Per advisor, per book.

$93k

Opportunity cost recovered

Annually, at $300/hr blended.

A pre-filled suitability report on every client

Take the interview yourself to see the advisor PDF.

Run a sample interview →