Your whole financial picture, finally in one place
Members link their accounts once and see everything with one login, without spreadsheets or hunting through six different sites. You can't fix what you can't see, and plenty of people are doing better than they think. Either way, everything changes the day they look.
Your financial Folio is an all-in-one hub that helps you see a complete picture of your finances. Easily link any of the following financial accounts to get real-time insights into your finances:
Checking and savings accounts
Credit cards and loans
Retirement and non-retirement investments
Why choose Fruition?
Experience the Fruition difference— the financial management platform that puts your financial goals front and center.
No clutter.
We believe in a distraction-free experience. With Fruition, you won’t be bombarded by unwanted ads or prompts - just easy-to-use financial tools.
Help on-demand.
Questions about your accounts or financial goals? Our on-demand Help Desk is here to help with all your Fruition questions.
Bank-level security.
Your data is your own. With 256-bit encryption and bank-level security, Fruition ensures your financial information is safe and secure.
All your financial accounts, synced in one place.
Easily connect and sync all your bank accounts, credit cards, loans, and more. Monitor your transactions and track your balances in real time, all from one intuitive dashboard.
Track your spending effortlessly.
See where your money is going with the Spending view. Monitor your transactions across all your accounts, and sort and filter your spending by category and time period.
Stay on top of your investments.
Monitor your portfolio with real-time updates on your investments. Get insights with ease from your Fruition Dashboard and make informed decisions about all of your holdings.
Want to dig into more of the Folio features?
Give your people something most have never had.
A complete, private picture of their own finances and a clear starting point they can act on. The technology does the heavy lifting, so employees connect their accounts once and the picture builds itself.
Financial stress is invisible until it shows up in distraction, absences and turnover. Fruition makes the path out of it visible for every employee.
All your Folio questions— answered.
How do I link my bank and credit card accounts to my financial Folio?
Linking your accounts is simple. Once you sign up, go to Folio, then click Add Account. Select your bank or financial institution and securely connect your accounts by following the prompts on screen.
Can I track my investment accounts with my financial Folio?
How much does my financial Folio cost?
Can my employer access my Folio?
