Grow Your Business with Folio Institutional

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

Leverage our innovative technology and holistic solutions. We provide services to:

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 why Folio

New Robo Functionality Coming Soon

In the first quarter of 2018, we will be rolling out signficant new robo functionality that will benefit robo platforms currently leveraging our API Services.

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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FOLIOfn Plans New Robo Next Year

FOLIOfn plans to roll out a new robo offering to its advisors and retail investors in the first quarter of next year. The RIA custody firm and online broker already has an established niche in powering robo platforms for some institutional clients, but the new service will be designed for individual advisors and retail clients, said Steven M.H. Wallman, chief executive and founder.

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'Too much choice' in advisor tech?

Steven Wallman says there is “firm fatigue” among many advisors. “Now everybody’s got the next best solution,” says Wallman, who is now CEO of FOLIOfn, a financial services firm that includes an institutional offering and an online brokerage.

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Dear Advisors: Here’s How to Treat Taxable Portfolio Gains

When advisors don’t apply tax management tools to their clients’ taxable portfolios, they lose an enormous opportunity to add value. “For investors, after-tax gains are the ultimate measure of investment performance,” said Greg Vigrass, president of Folio Institutional in McLean, Va.

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