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:
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.