Folio Institutional Launches Redesigned Website to Broaden Reach to RIAs, Enterprises and Fintech Startups

MCLEAN, VA, June 6, 2017Folio Institutional has redesigned its public-facing website, with a new look-and-feel that showcases the firm’s innovative solutions for financial advisors, institutions and their clients. It features a customized layout that delivers an improved user experience and reinforces Folio’s established position as a unique, integrated brokerage, custody and financial technology company.

“Our public website now reflects the key features and benefits of our integrated, paperless platform that make Folio stand out from the competition,” said Greg Vigrass, president of Folio Institutional. “The new website better communicates Folio Institutional’s valuable services to our clients, prospects and partners. For example, it notes that our brokerage platform is customizable and API-driven, and explains how our fractional share, model-based and DOL-compliant trading systems helps advisors manage accounts of all sizes. It also highlights our sophisticated, automated tax management capabilities that benefit larger accounts.”

The public side of offers an enriched user experience, streamlined navigation functionalities and a responsive layout for both desktop and mobile users. Visitors will discover new and refreshed content such as:

  • Folio Sightlines blog, featuring interviews with industry experts and “how to” articles
  • Client case studies that highlight the many reasons RIA and wealth management firms choose Folio Institutional
  • Newsroom with a speakers bureau, calendar of events, press releases and Folio Institutional media coverage

About Folio Institutional
Folio Institutional® is a leading brokerage, custody and financial technology company, all in one. Investment advisors, financial institutions and retirement plans use our innovative technology and modular solutions to build and precisely manage customized portfolios for their entire client base, regardless of account size. Our clients use our state-of-the-art trading, portfolio management tools, digital investing services and alternative investment capabilities to create a better client experience, scale their business and improve profitability. We empower the financial services industry on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide. 

Media Contact
Kathy King
Chief Communications Officer
T: 703‐245‐4892