A clear next step
Present the available payment path after advice and approval so clients know what happens next.
Get paid without breaking the client experience.
Bring payment and premium-funding options into a clear next step for the client, connected to the work your team already manages.
Explore FolioPay ↗Part of the journey
From advice
to payment.
Funding where it belongs
Connect available premium-funding options to the broader client experience, subject to the products and providers configured for the brokerage.
Connected follow-through
Keep the payment stage visible alongside the client, workflow and communications around it.
Confirm the fit
Provider availability, transaction handling, settlement, fees and implementation requirements are confirmed during discovery.