FundFolio Pro

Business Utilities

AI-powered tools for strategic planning.

AI SWOT Analysis Generator
Generate a Strengths, Weaknesses, Opportunities, and Threats analysis for your advisory business.

Marketing & Growth Tools

Automate your marketing and find new avenues for growth.

AI Content & Social Media Calendar

Provide a few monthly themes (e.g., 'tax savings'), and let AI generate a full content calendar with ideas and draft captions for all your social channels.

Personalized Video Message Generator

Record a generic market update, and let AI use text-to-speech to create personalized versions for your top clients, starting with 'Hi [Client Name]...'

Referral Program Manager

Track client referrals, manage the status of new leads, and gamify your business growth by managing referral rewards.

Competitor & Market Analysis

An AI-powered dashboard that summarizes news and social media activity related to competitor firms and key market trends.

Webinar & Seminar Content Generator

Enter a topic, and AI will generate a full presentation outline, key talking points, and a Q&A section with anticipated questions.