Thank you for using iFOLIO services.

iFOLIO® helps companies grow with a digital marketing platform for the mobile world. We make work easier for sales, marketing, and service teams with world class technology and built in support.

Our client's trust is top priority.

We deliver our technical solution to active clients who use it in 50 US states and over 100 countries, through the cloud and a software-as-a-service model. We have self-service, and built-in support.

If you have any questions, comments or concerns—or if you wish to report a potential security issue, please contact

Click here to view iFOLIO's Terms & Conditions & Master Subscription Agreement


Secure Sharing

No one is authorized to share your iFOLIO profile without your permission. The way you share your iFOLIO is through sharing your iFOLIO link – and you may choose to password protect this


Vendor & Risk Management

We undergo at least annual risk assessments to identify any potential threats, including considerations for fraud.

Vendor risk is determined and the appropriate vendor reviews are performed prior to authorizing a new vendor.


Test Driven Development

Using test driven development (TDD) approach and automated functional testing allows to ensure robustness of the system during product development cycle


We're SOC-2 Compliant!


Organizational Security

Information Security Program

We have an Information Security Program in place that is communicated throughout the organization. Our Information Security Program follows the criteria set forth by the SOC 2 Framework. SOC 2 is a widely known information security auditing procedure created by the American Institute of Certified Public Accountants.

Roles and Responsibilities

Roles and responsibilities related to our Information Security Program and the protection of our customer’s data are well defined and documented. Our team members are required to review and accept all of the security policies.

Security Awareness Training

Our team members are required to go through employee security awareness training covering industry standard practices and information security topics such as phishing and password management.


All team members are required to sign and adhere to an industry standard confidentiality agreement prior to their first day of work.

Background Checks

We perform background checks on all new team members in accordance with local laws.


Cloud Security

Cloud Infrastructure Security

All of our services are hosted with Amazon Web Services (AWS). They both employ a robust security program with multiple certifications. For more information on our provider’s security processes, please visit AWS Security.

Data Hosting Security

All of our data is hosted on Amazon Web Services (AWS) databases. These databases are all located in the United States unless otherwise requested. Please reference the above vendor specific documentation linked above for more information.

Encryption at Rest

All databases are encrypted at rest.

Encryption in Transit

Our applications encrypt in transit with TLS/SSL only.

Vulnerability Scanning

We perform vulnerability scanning and actively monitor for threats.

Logging and Monitoring

We actively monitor and log various cloud services.

Business Continuity and Disaster Recovery

We use our data hosting provider’s backup services to reduce any risk of data loss in the event of a hardware failure. We utilize monitoring services to alert the team in the event of any failures affecting users.

Incident Response

We have a process for handling information security events which includes escalation procedures, rapid mitigation and communication.


Access Security

Permissions and Authentication

Access to cloud infrastructure and other sensitive tools are limited to authorized employees who require it for their role.

Where available we have Single Sign-on (SSO), 2-factor authentication (2FA) and strong password policies to ensure access to cloud services are protected.

Least Privilege Access Control

We follow the principle of least privilege with respect to identity and access management.

Quarterly Access Reviews

We perform quarterly access reviews of all team members with access to sensitive systems.

Password Requirements

All team members are required to adhere to a minimum set of password requirements and complexity for access.

Password Managers

All company issued laptops utilize a password manager for team members to manage passwords and maintain password complexity.


Monitoring System

  • Optimize End User Efficiency and Satisfaction
  • Delivers a Great End User Experience on any Device, Remote Access Management
  • Generates trusted TLS certificates
  • Enables secure access from the internet to hosts on internal networks without opening any ports on the DMZ's firewall
  • Streamline user workflow and reduce confusion by allowing end users to open files on the client in applications running on the host and to open specified file types in applications running on the client, even when the host application doesn’t directly support that file type—for example, opening an Excel® spreadsheet in Outlook®
  • Enable end users to efficiently access web content and videos running in GO-Global sessions with URL Redirection, which opens web links in the default browser on the client rather than the default browser on the host

Using our Platform



If your account is associated with an organization’s license, meaning they provided you access to the services, that organization may have access to view your profile.



Although Licensees have access to view this information, you do not have access or permission to share it. You must get permission from User to use their information or share their information. 

ADA Compliance Best Practices

  • Use descriptive subject lines
  • Maintain a logical structure
  • Use headers
  • Use Color Contrast
  • Don’t hide information in images
  • Use proper alt text for images
  • Use meaningful link text
  • Include a plain-text version 

Alt Text for Images

Image demonstrating digital marketing to help companies connect, engage, and convert

How to View Alt Text

Upon viewing an image with integrated Alt Text, the user will not be able to see the Alt Text unless an extension is added to the browser or a screen reader is utilized.

Depending on the extension, Alt Text can either be displayed automatically over the image (as demonstrated in the block "Alt Text for Images") or by hovering over the image.


Instructions for Adding Alt Text

1) Create new block containing a text element and toggle the HTML option on
2) Upload desired media in iFOLIO Media Library
3) Once uploaded, right click the piece of media and click "Copy image address"
4) In the text block, replace the blue text of this HTML code with the appropriate information: <img src = "paste image address here" alt="describe image here" width="100%" height="100%">
5) Toggle the "Preview" option on to view the image


iFOLIO uses Hypertext Transfer Protocol Secure (HTTPS) + Transport Layer Security (TLS) to encrypt our transported data.

Security is achieved by data transfer encryption, multilevel access control, users actions audit, automated logs monitoring with multiple triggers alerting iFOLIO support about any suspicious events


iFOLIO Ensures for Responsible Account Management

Audit Logs that record user's events and track changes during sessions.
Role-Based Access Control (RBAC) that can assign permissions to authorized users and restrict control for unauthorized users to edit templates or view information.
Single Sign-On (SSO) allowing the user to log in once and access services without re-entering authentication factors.
Single Log-Out (SLO) so that a single action of signing out terminates access to all active user sessions to secure the account.


iFOLIO + Amazon Web Services

iFOLIO's tech team uses AWS in order to give our users the experience on the cloud.

Check out their Data Privacy FAQ for more info

Amazon Relational Database Service

 Amazon RDS makes it easy to set up, operate, and scale in the cloud. It provides cost-efficient and resizable capacity while automating administration tasks such as hardware provisioning, database setup, patching and backups.

Basically, it allows us to focus on building our solution while giving you fast performance, high availability, security and compatibility.

AWS Lambda

AWS Lambda is a serverless compute service that lets us run code without provisioning or managing servers, creating workload-aware cluster scaling logic, maintaining event integrations, or managing runtimes.

With Lambda, we can run code for virtually any type of application!


System Monitoring

iFOLIO uses a combination of AWS CloudWatch and Zabbix to monitor and optimize our information systems.


Encryption of

Sensitive Data

AES Crypt is a file encryption software that follows the industry-wide Advanced Encryption Standard to easily and securely encrypt files.


Building, Deploying, & Automating

New Features

Jenkins is an open source automation server that allows our developers to reliably build, test, and deploy software.

iFOLIO + Twilio Partnership

iFOLIO takes Twilio’s programmable text message and adds images, clickable links, and signatures to campaigns that can be mass delivered from a 10-digit phone number. Our partnership with Twilio's API and intelligence software ensures trusted communications across mobile channels.

Non-iFOLIO Applications, Integrations and your Data

You grant Us permission to allow the Non-iFolio Application and its provider to access your Data as required for the interoperation of that Non-iFolio Application with the Service.

We are not responsible for any disclosure, modification or deletion of Your Data resulting from access by such Non-iFolio Application or its provider.


What is Digital Marketing?

Digital marketing, often referred to as online marketing or web marketing, is any use of digital technology to nurture your audience through the stages of the customer journey.

Examples of digital marketing campaigns include targeted landing pages, text message campaigns, QR Codes, social media marketing, email marketing, video advertising, and so much more!

We're proud to help our customers make marketing easier with an SOC 2 Certified digital marketing platform!


Contact Us


950 East Paces Ferry Rd NE, Suite 1555, Atlanta, GA 30326

Office Location

Connect With Us!


Contact Us Today for More Information!

Salesforce Tower, Suite 1555 | 950 East Paces Ferry Rd, ATL GA 30326 

Click to call: 470-223-4818 | |

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