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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

ThinkAdvisor

Enhancing Your Business with SRI and Technology

Advisors are facing two industry revolutions: First, clients have embraced technology faster than the financial services industry can keep pace with it. Second, the same clients seeking digital engagement also want more sustainable, responsible and impact (SRI) investment options.

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How Folio Forged A 'Connexion' Between Advisors And Robos

RIAs have come to embrace robo-advisor technology, and Folio Institutional might deserve some of the credit.

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Folio Investing Absorbs Loyal3, Embraces Long-Term Investment Strategy

It’s been over a month since Folio Investing absorbed the clients of the now-defunct brokerage, Loyal3, and so far, Folio Senior Vice President Peter Jacobstein is pleased with the transition.

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