“iFOLIO allows us to break through the noise and connect with people right where they are with digital, custom presentations. The analytics help us figure out what products people are interested in, and having the ability to easily text them and update their presentations on the fly helps us close deals quicker.”

"In our business it is all about identification, informing, and involving when trying to get people to invest. iFOLIO is helping us do all three faster, better, and to a larger audience. Having a tool that is easy to use and great with back-end analytics certainly does not hurt. iFOLIO has been great for us."

“We used iFOLIO this year for annual endowment reports and the results were incredible – each donor received a personalized link with everything they need and the ability to donate all in one spot. It turned out better than we had dreamed! Donors were engaged & some reached out to increase their endowment.”

“With iFOLIO, we were able to easily automate the season ticket renewal process to thousands of current ticket holders at once. This gave the buyers a seamless experience where they were able to see all of their personalized plan & pricing information and renew in just a few clicks, while freeing up our team to focus on new business.”