Fintech Integration Marketplace

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Folio Investing

Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create customized, well-diversified portfolios and manage them at a low cost.

It’s the one place where you can create an unlimited number of diversified investment portfolios, called folios, to combine the benefits of direct stock ownership with one-click control over your portfolio strategy. You can customize each folio with up to 100 stocks, ETFs, and mutual funds or choose from over 160 free, pre‐made Ready-to‐Go folios that you can use as-is or customize. Diversification is easy and accessible at Folio because with fractional share investing, you can trade securities at any dollar amount—even less than a full share. Folio is the only brokerage to offer flat‐fee pricing that includes 2,000 commission-free window trades each month for $29 so you can trade freely regardless of the number of securities in your folios (nominal fee for IRAs). Folio also provides patented tax management tools as well as access to private investment opportunities. Financial professionals can leverage these benefits for their clients using the Folio Institutional platform.

Folio Investing
  • Folios
  • Window Trading and Fractional Shares
  • Tax Football™
  • Rebalancing
  • Flat-Fee Pricing
  • Margin Borrowing
Folio Investing

Companies that integrate with Folio Investing

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

Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.

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Folio Investing

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