Your Vision, Our Technology

Your business has a vision for its digital wealth offering. Folio can help turn that vision into reality. Our comprehensive suite of APIs were developed as part of our fully integrated brokerage, clearing and custody solution, and recently expanded with our Digital Wealth Platform to help tailor your wealth management system to the needs of your business and your clients. You have complete control over the design, user interface, and features of your financial services offering, including your investment options, allowing you to own the customer journey and experience.

Access the Innovations that Made Folio an Industry Leader

Leverage Our Applications—Since 2000, we've been providing automated services like online account opening and management, model creation and management, money transfer, trading and settlement, tax management, performance reporting, and document storage and downloads.

Make It Your Own— Whether you are looking to implement a robo advisor or an advisor-directed platform, or just automate key tasks, we can help build it. Leveraging our proprietary technology and our extensive lineup of open APIs, you can replicate all the same features, functions, and benefits of the Folio platform. All with the look and feel, branding, navigation, user interface, and functionality of your own website.

Get Our Latest APIs— As part of the Digital Wealth Platform (DWP), more than 100 new APIs  are now available to help deliver intelligent and personalized digital investment experiences to all levels and types of clients, at a lower cost. Based around an interactive smart questionnaire, these APIs allow you to create a customized experience around factors like goals, risk tolerance, and investment preferences and values.

Enjoy a Collaborative Partnership—We work closely with you to create your ideal digital wealth solution, from concept to build to ongoing support. Access extensive API documentation, get assistance with implementation strategy, and receive development support and training.

A Complete Solution for Your Enterprise

With hundreds of APIs connected to some of the most innovative FinTech available, Folio makes it easy to build powerful custom solutions. We deliver innovative brokerage, custody, and FinTech services every day to more than 450 RIA firms and enterprises. We serve hundreds of thousands of investors and advisors, and we're the custodian for billions of dollars in assets.

Whatever digital wealth solution you've envisioned, we can help you build it. 

Request a Demo