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.
|
Current API Type |
Allows you to... |
| Member Services |
Create, retrieve, and update information related to individual account owners and trustees |
| Account Service |
Retrieve information related to account set-up, general account information, overall tax lot information, and account permissions and restrictions, as well as gain an understanding of account balances, transactions, and positions |
| Folio & Trade Service |
Retrieve, create, and change folios (investment buckets), orders, and weighting, as well as update clients’ model subscriptions |
| Model & RTG Service |
Create, update, and sync models and retrieve information related to our Ready-to-Go FoliosTM |
| Deposit & Withdrawal Service |
Create and retrieve information related to banking, cash, and ACH services tied to your clients’ brokerage accounts |
| Download Service |
Retrieve information related to account and tax downloads, statements, confirmations, billing notices, and various tax forms |
Digital Wealth Platform APIs
|
New API Type |
Allows you to... |
| Goal Controller |
Obtain and update data related to client goals |
| Guest Controller |
Gather and alter data about users who went through the questionnaire without creating an account or membership |
| Questionnaire Controller |
Obtain and update data about clients at the questionnaire level |
| Result Controller |
Retrieve data for specific goals from the investment questionnaire |
| Risk-mapping Controller |
Retrieve data around the client risk portion of the questionnaire; manage scoring model based on questionnaire answers |
| Security Controller |
Retrieve data around the securities from the investment questionnaire and define the investment universe |
| Social Category Controller |
Retrieve and change data regarding various social categories (e.g., energy, tobacco, firearms) |
| Sector Controller |
Retrieve and change data from the section of the investment questionnaire which allows you to customize client portfolios around sector-related considerations |
Folio’s Digital Wealth Platform also has innovative technology to aggregate all of the information from the questionnaire instantly.
|
New API Type |
Allows you to... |
| Bucket Creation |
Use folios (buckets) to define the portfolio components, which can include stocks, ETFs, or mutual funds |
| Portfolio Construction |
Pull the stock folios from the bucket creation engine, optimizing historical performance and diversification quantitatively (versus including analyst input) |
| Monte Carlo Simulation |
Provide estimates of the range of possible outcomes and probabilities in uncertain situations; in our approach, we map an investor’s actual portfolio to a set of simulated asset classes using a technique called Returns-Based Style Analysis (RBSA) |
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.
