FolioPro
Platform for optimizing 401k, IRA, and other retirement accounts. Provides personalized recommendations and active portfolio management.
Features
401K Optimization
The platform optimizes 401K accounts by analyzing investments and recommending optimal allocations based on a database of over 54,000 mutual funds.
Active Monitoring
Provides active monitoring and management of portfolios by considering market conditions, sector and asset class rotations, and timely rebalancing recommendations.
Personalized Portfolios
Offers hyper-personalized portfolios tailored to each user based on their time horizon and life goals.
Pricing Plans
Beta
$0
per monthly
Individual
$9
per monthly
Premium
$49
per monthly
Family
$99
per monthly
Premium Royalty
$249
per monthly