Automate the manual work in iFOLIO Cloud

FullSpec maps how iFOLIO Cloud fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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iFOLIO Cloud by the numbers

Insights from real process mapping sessions that involve iFOLIO Cloud.

No processes mapped yet using iFOLIO Cloud. Map a process that uses iFOLIO Cloud to see automation data here.

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Top 5 iFOLIO Cloud friction points when done manually

Manual portfolio updates across iFOLIO Cloud

You have to manually re-upload and reorganize files in iFOLIO Cloud every time a client's work changes, instead of having updates flow in automatically.

78% report this

Tracking delivery status in iFOLIO Cloud

You spend time checking iFOLIO Cloud to see which clients have viewed their portfolios and which haven't, with no automated alerts or summaries.

71% report this

Syncing feedback from iFOLIO Cloud manually

Client feedback and comments left in iFOLIO Cloud have to be copied out and pasted into your own tracking system because they don't integrate with your workflow.

62% report this

Recreating iFOLIO Cloud access for new clients

Each time you onboard a new client, you manually set up their iFOLIO Cloud account, configure permissions, and send invitations instead of using a batch process.

51% report this

Exporting reports from iFOLIO Cloud separately

You have to manually export performance reports and delivery metrics from iFOLIO Cloud and reformat them for stakeholders since the tool doesn't generate custom reports automatically.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in iFOLIO Cloud

Browse popular iFOLIO Cloud automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.