Here are some of the ways we can help you:
- Create and manage your clients' accounts with model portfolios utilizing our easy-to-use, automated model management system.
Simultaneously rebalance thousands of accounts to a single model or an allocation of multiple models. - Offer more cost-effective investing to your clients—even "clone your own."
Easily invest in diversified portfolios with our dollar-based, fractional-share investing technology. Even clone or make your own mutual fund or ETF-like portfolio, saving costs and fund expenses. - Use Model Manager Exchange to license portfolio models of well-known and boutique asset managers, or license your portfolio models to other advisors.
- Deliver tax savings to your clients with our automated tax-optimization strategies.
Or provide more targeted results, and potentially lower clients' taxes, using Folio's patented Tax FootballTM tax management tool. - Access third-party, private investment offerings on the Folio Institutional platform.
Consider private securities for clients seeking additional portfolio diversification options. - Enter the future with social, responsible, and impact investing using our filters or with assistance from our affiliate First Affirmative Financial Network or the other innovative advisors on our platform.
Meet an Advisor Who Innovated Using Folio
Want to stand out from the competition and grow your business?
Our innovative advisor services platform can help.
