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We are a unique brokerage, custodian, and financial technology company—all in one

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Connectivity and Personalization in Wealth Management: Introducing Folio’s Digital Wealth Platform

May 6, 2020 from 12-1 p.m. EST

Investors expect more personalized advice directly aligned to their goals and preferences. At the same time, the impact of recent societal events will force advisory firms to adopt digital practices. To remain competitive, advisors must rethink traditional service models, which is why Folio created its Digital Wealth Platform (DWP).

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Folio Financial® CEO, Steve Wallman, addresses industry news regarding limited commission-free trading.

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Benefit from the Folio Advantage

An Integrated Solution

Simplify your life by eliminating the need for multiple service providers. Our turnkey online platform has it all—from model management and tax optimization, to performance reporting and billing—all seamlessly integrated with our brokerage and custody services solution.

Deliver Services Efficiently

Scale your business and realize significant cost and time efficiencies with our paperless platform, modular robo technology, automated exclusions, and much more. Manage each account to your client's preferences—and manage all your accounts with mass customization.

Innovate & Differentiate

Stand out and enhance your competitiveness with pioneering innovations such as our patented Tax Football®, private and alternative investments, dollar-based and fractional share trading, model management, branded client portal and access to hundreds of third-party portfolios.

Feel Valued, Be Valued

You matter. We serve some of the largest financial services firms in the country, and some that are just starting to build their business. We remember being small and want to partner with you so we can grow together.

Learn more about the Folio Advantage

Modules, Robos and API Services

Automate your account opening with Folio Advisor ConnexionTM, our customizable, turnkey modular platform for advisors, build your own robo by leveraging our API services, or partner with us to build tailored solutions that fit your clients just right.

Benefit from Our Expertise



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"We couldn't manage our business if we had to make individual account changes. Folio Institutional changed our practice and the dynamics of what we can offer our clients. Folio makes life easy."


Vance Howard
Howard Capital Management president and CEO

 

Advisors talking about Folio

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Folio in the News

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Goldman Sachs to buy boutique wealth management custodian Folio

Goldman Sachs Group Inc. plans to buy a boutique wealth management custodian and technology company called Folio Financial Inc. for an undisclosed amount of money, according to a letter that Folio sent to its customers on Thursday and was viewed by Reuters.

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Honoring Innovation: InvestmentNews Recognizes Firms' Inventive Concepts and Tools for the Financial Advice Industry

For the first time, InvestmentNews is highlighting and honoring firms that have developed innovative approaches to the opportunities and challenges facing the financial advice profession. What makes Folio Financial®'s Digital Wealth Platform unique is its flexibility, modularity and personalized investment capabilities for all levels and types of clients at a low cost.

Financial Advisor IQ

Folio Financial Launches Robo for Advisors

Folio Financial has rolled out a digital wealth management platform aimed at financial advisors and institutions, with built-in flexibility allowing advisors various ways to deploy it, the company says.

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Delivering Innovation That Benefits Investors And Those Who Serve Them—Since 2000
 

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Folio Institutional
8180 Greensboro Drive
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McLean, VA 22102

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©2020 by Folio Financial, Inc., a Goldman Sachs Company. All rights reserved. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is a subsidiary of Folio Financial, Inc. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies.


Folio Financial, Inc, and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, “Goldman Sachs”) are engaged in businesses and have interests other than the services provided by Folio Financial, Inc. and its subsidiaries.