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.