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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 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.

 

"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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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.

ForbesDad's Retirement Plan Forced My Mom To Take A Stand

When my dad retired, he announced he was going to manage his portfolio on his own. The thought of having their retirement accounts managed by someone who is just learning -- even if it was my father -- scared my mother. There were some difficult conversations before my parents worked things out. For families going through this today, I hope to spare you some of the anguish by sharing my parent's story.

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