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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

Modules, Robos and API Services

Automate your account opening with 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.

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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VIA Folio’s Blaine McLaughlin looks back at 2017, ahead to 2018

This year has provided its share of contributions to the investment sector and 2018 is on track to do the same, VIA Folio COO Blaine McLaughlin said.

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Factoring Beliefs and Values into Investments

Greg Vigrass, president of Folio Institutional, says that it is the responsibility of advisors to factor in their clients’ beliefs and values into their investments.

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Foliofn, Inc.'s Wallman: How to make an impact with your investing

Climate change and environmental issues have increased interest in socially responsible investing. But where should you put your clients' money? Steve Wallman of Foliofn, Inc explains where to invest to better the world.

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