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Folio Institutional

Folio Institutional is a leading brokerage, custody and financial technology company all in one. Investment advisors, financial institutions and retirement plans use its innovative technology and modular solutions to build and precisely manage customized portfolios for their entire client base, regardless of account size. Its clients use Folio’s state-of-the-art trading, portfolio management tools, digital investing services and alternative investment capabilities to create a better client experience, scale their business and improve profitability. Folio empowers the financial services industry on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide.

Website

https://www.folioinstitutional.com/

Contacts

support@folioinstitutional.com

https://www.linkedin.com/company/folio-institutional/

https://twitter.com/FolioAdvisor

Folio Institutional
  • Brokerage
  • Custody
  • Model Management
  • Tax Optimization
  • Private and Alternative Investments
  • Dollar-Based and Fractional Share Trading
  • Portfolio Management
Folio Institutional

Companies that integrate with Folio

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
#Portfolio Reporting #Billing #Rebalancing #Retirement Planning
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning

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Folio Institutional

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