Folio Institutional

Product Type:

Portfolio Management Tool | Financial Planning Tool | Trading/Rebalancing Tool | Client Portal Tool | Robo Advisor Solutions

Folio Institutional provides secure asset custody of billions of dollars for more than 450 advisor firms, and our brokerage platform is fully integrated with several FinTech “must haves” including our patented Tax FootballTM, which helps advisors to project the maximum, realizable taxable gains and losses from a specific trade(s). We also offer a suite of modular robo technology; entirely online access to private and alternative investments; dollar-based and fractional share trading; model management technology; and online access to hundreds of third-party investment models.

INTEGRATION:

N/A

PRICING:

Folio Institutional’s all-in-one brokerage, custody and fintech services are available for a single asset-based fee. Contact us to learn more.

FREE TRIAL AVAILABLE?:

Yes, but only upon request

CREATED BY:

FOLIOfn, Inc.

COMPANY ABOUT US:

Folio Institutional is a pioneering brokerage, custody and financial technology company, all in one. Investment advisors, financial institutions, retirement plan service providers, and other enterprises use our innovative technology and modular solutions to build and precisely manage customized client portfolios, regardless of account size, for a single asset-based fee. They use Folio’s state-of-the-art trading, portfolio management, and digital investing tools, and alternative investment capabilities to create a better client experience, scale their business and improve profitability. We power the financial services industry on both a full-service and technology-licensed basis, servicing billions of investor assets nationwide. To request a demo of our platform, please visit folioinstitutional.com/support

CONTACT:

Phone: (888) 485-3456

E-mail: [email protected]