Innovative Robo Advisor Invest Forward Selects Folio Institutional For Brokerage Technology and Custody

MCLEAN, VA, December 15, 2017Folio Institutional announced today that Invest Forward has chosen its online brokerage, custody, clearing and robo technology services to power Invest Forward’s digital investing platform. Invest Forward is one of the financial services industry’s most cutting-edge and fastest growing robo advisors.

Invest Forward is a white-label technology solution for advisors. It provides advisors with a customized website, online brokerage and account management tools and the back-office technology necessary to offer investors a robo advisor experience. Invest Forward also helps advisors to digitally offer term life insurance, loans and estate planning.

“Our firm needed a partner that would support our initiatives and growth and that was committed to focusing on our business. We needed a technology firm that could offer API brokerage technology, seamless trade execution, online client onboarding, low-cost trading, integrated custody and model management. Folio was able to provide all of this,” said Matt Cohen, CEO and founder of Invest Forward.

Cohen added, “Folio was ahead of the curve in meeting all of our needs. For example, Folio was the best equipped to handle Dimensional Advisors funds, which are a core to our institutional offering. There were a few other firms in the market making a big push to work with us, but we very early on decided to work with Folio. We’ve been very happy with the relationship.”

(Read more about how Folio is helping Invest Forward launch and manage its business.)

In addition to Invest Forward, several other “digital first” firms (read more) have turned to Folio for its patented trading platform and API Service that offers more than 100 endpoints. Folio’s API Service helps large firms and enterprises bring a custom, fully branded advisor-guided or stand-alone online investing program to market.

Folio Institutional’s API Service makes it easy for firms to build their own unique digital investing platform that includes custom online account opening, document management and securities trading, along with account performance and reporting solutions. Folio’s clients have complete control over their robo service’s look and feel, and, because Folio owns its technology, clients receive seamless system enhancements without having to “bolt on” multiple third-party software solutions.

“We are pleased to be a trusted partner for Invest Forward and look forward to helping them meet the needs of their rising number of clients,” said Greg Vigrass, president of Folio Institutional. “Folio’s nearly two decades of trading and custody experience conveys to our clients that they’re in good hands. Our innovative online investing tools enable end-to-end control over the investing experience, and these tools are flexible enough to grow as our clients grow. We look forward to working with many more cutting-edge firms.”

Firms may contact Folio Institutional for a demo of its online brokerage, custody and FinTech platform.

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. www.folioinstitutional.com 

Media Contact
Kathy King
Chief Communications Officer
T: 703-245-4892
kingk@folioinstitutional.com