Every client, with their own dashboard
Each client's net worth, debt level and allocation on a single screen — without mixing up accounts.
For advisers · in the works
One view for every client you advise.
A single screen with each client's complete financial picture — no spreadsheets, no chasing screenshots. Still in the works: join the waitlist to be among the first to try it.
No launch date promisedWaitlist members hear about it first
Client bookPreview · in the works
Marina CostaLast updated todayR$ 842.100Healthy
Rafael NunesDebt risingR$ 1.204.600Needs attention
Bianca AlvesNo data for 40 daysR$ 396.200Needs attention
Diego FerrazLast updated todayR$ 2.310.400Healthy
Screen in the works · illustrative data, for demonstration only
What we're building
Less time chasing data. More time actually advising.
Today, much of the work of following a client is gathering scattered information. The idea: your client connects their finances once, and you follow along with real context — no more asking for screenshots or an updated spreadsheet.
Per-client view
Prioritisation
See who needs attention first
Clients with rising debt or stale data show up ahead of those who are stable.
Ready-made report
Meeting context, without starting from scratch
Bring the client's consolidated financial picture to the meeting — no need to rebuild it from a spreadsheet.
What this won't be
fuolio won't give recommendations to your clients. It organises their finances; the advice is still yours, as their adviser.
Before you join the list
Frequently asked questions
Is this available yet?
Not yet. It's the next big phase after the overview for end users. Everyone on the waitlist hears as soon as the first test spots open.
Will fuolio make recommendations to my clients?
No. The tool organises your client's finances so you can follow them — guidance and recommendations always remain yours, as the adviser responsible.
Will my clients need their own account?
That's the plan — the client connects their own finances, and you get access to their consolidated view. The details are still being worked out.
For advisers
Join the waitlist.
No commitment — just a way to hear as soon as the first test spots open.
No launch date promised