- Automated account management with customizable models
Rebalance and update an unlimited number of client accounts with just a few clicks, while customizing each client's portfolio with exclusions reflecting individual needs and preferences.
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- Automated tax optimization tools
Help clients realize significant savings with our powerful automated tax optimization strategies. Tax management is made easy and fast with our sophisticated tax gain and loss lot relief strategies and our patented Tax Football™ tool.
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- Model Manager Exchange
Access hundreds of professionally managed strategies through Folio’s Model Manager Exchange, our extensive ecosystem of third-party model managers.
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- Folio Advisor Dashboard
The Advisor Dashboard is your customizable practice management command center. Use it to review client data, discover hidden opportunities, quickly identify potential problems, and greatly improve your overall productivity.
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- Automated administrative tasks
Use our automated processes to streamline administrative tasks. Open client accounts quickly and easily, calculate fees, manage one or more client billing plans, and generate transaction and performance reports, all online.
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