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Getting Started

3 articles

First steps with Foliostone: account creation, data import, navigation.

How to create your first workspace

A workspace in Foliostone is your personal or family wealth management environment. It keeps all your assets, entities, and financial data organized a...

How to add your first asset

Adding your first asset to Foliostone takes just a few steps using our guided creation wizard. From the dashboard, click the **+ New asset** button. ...

Understanding the dashboard

The Foliostone dashboard is your financial command center. It gives you an instant overview of your total wealth and how it evolves over time. At the...