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1. #FOLIO INSTITUTIONAL DIGITAL WEALTH SERVICES PLATFORM LICENSE#
2. #FOLIO INSTITUTIONAL DIGITAL WEALTH SERVICES PLATFORM FREE#

Its key business segments currently are RIAs, asset and wealth managers, TAMPs, other broker-dealers and financial institutions such as banks and credit unions, as well as other FinTech firms, including robo advisors. Folio utilizes technology to fulfill its mission while embracing diversification and low cost as core principles, along with consistent investing, tax efficiency and personalization.

Among its activities, Folio develops and supports digital-first investment platforms for advisors and enterprises, fully integrated with its subsidiary’s brokerage, clearing and custody solutions. DWP is just the latest iteration of our innovation.”įolio previously won ’s 2018 Industry Award in the Custodians: Technology category and FiNext’s Excellence in Finance – Companies Award, and was a finalist for the Investment News 2019 Innovation Award, all for DWP.įor more information on Folio’s products and services or to set up a demo, contact Folio Financial.įolio Financial is an innovative market leader that owns and operates a unique self-clearing broker-dealer and FinTech company. For example, we pioneered both commission-free trading and fractional shares investing. “Folio has a long history of delivering cutting-edge, scalable technology to RIAs and enterprises. “Folio is the best-kept secret in FinTech and we’re honored that Benzinga has recognized us,” said David Hagen, Vice President, Digital Wealth. Alternative investments and private securities-Folio make investing in private and alternative securities accessible to a wide range of clients, allowing them to invest in innovative businesses’ stable yield offerings, real estate securities, and much more.They can also easily model tax gains or losses using our patented Tax FootballTM. Automated tax management tools-Clients can select from 10 automated tax-lot-relief strategies designed to support a wide range of end users’ financial needs.

#FOLIO INSTITUTIONAL DIGITAL WEALTH SERVICES PLATFORM LICENSE#

Turbocharged model management-Clients can create and manage direct indexes, license third-party models, or use proprietary Ready-to-GoTM Folios (RTGs), in any combination.Fractional shares trading and dollar-based investing-Advisors can provide consistent and personalized investing regardless of the number of securities in a portfolio.

#FOLIO INSTITUTIONAL DIGITAL WEALTH SERVICES PLATFORM FREE#

Commission-free trading-Our window-trading technology has allowed clients to trade free of ticket charges since 2000.Here are some additional aspects of Folio’s functionality to highlight why you should consider DWP for your practice or enterprise: With Folio’s advanced API-based technology, advisors and enterprises of any size can deliver a cost-efficient, yet truly bespoke investment experience to retail investors, providing them with a distinct competitive advantage. Delivers personalized investment solutions-Unlike other automated investing platforms that offer a one-size-fits-all solution, DWP lets users create and manage completely customized investment solutions that meet a client’s individual needs.Engineered for competitive advantage-Unlike other digital investing platform providers, Folio engineered DWP to be fueled by each firm’s unique advice methodology, investment strategies, capital market assumptions, and preferred investment products, to ensure consistent advice.Uses a modular design-DWP is available as a robo or robo hybrid, or through a robust suite of APIs that offer complete control of the client experience.