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.