Institutional_DWP Prospect Webinar_2020-05-06

Folio Institutional Webinar Series

CONNECTIVITY AND PERSONALIZATION IN WEALTH MANAGEMENT: INTRODUCING FOLIO’S DIGITAL WEALTH PLATFORM

Presented by: Folio Institutional
Date: May 6, 2020 

Investors expect more personalized advice directly aligned to their goals and preferences. At the same time, the impact of recent societal events will force advisory firms to adopt digital practices. To remain competitive, advisors must rethink traditional service models, which is why Folio created its Digital Wealth Platform (DWP).

You will learn how DWP can enable you to:

  • Deliver personalized, automated investment advice to reach more clients in a totally digitally environment
  • Maintain complete ownership of your client relationships
  • Ensure consistency of advice across all channels
  • Manage multiple, complex investment programs from one solution
  • Automate and streamline back office operations so that you can spend more time relationship-building

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About Your Host: Folio Institutional

Folio Institutional is a unique self-clearing broker-dealer and FinTech company. Among its activities, Folio develops and supports digital-first investment platforms for advisors and enterprises, fully integrated with its subsidiary’s brokerage, clearing and custody solutions. Folio utilizes technology to fulfill its mission while embracing diversification and low cost as core principles, along with consistent investing, tax efficiency and personalization. Its key business segments currently are RIAs, asset and wealth managers, TAMPs, other broker-dealers and financial institutions such as banks and credit unions, as well as other FinTech firms, including robo advisors.

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