Folio in the News

2017

3 Questions with Greg Vigrass of Folio Institutional
finTEKNews

September 3, 2017 – This week, we’d like to introduce you to Greg Vigrass, President of Folio Institutional®, a leading investment solutions and financial technology company that offers an integrated brokerage and custodial platform featuring patented, state-of-the-art trading, portfolio management tools, and private placement capabilities. Read more.


Is Chicken Soup the right tonic for small cap IPOs?
Bankless Times

August 25, 2017 – The CSSE IPO was a perfect fit for VIA Folio, COO Blaine McLaughlin said. Like it does for many IPOs, VIA Folio served as the clearing firm on this deal.“We are also acting as an introducing broker and are making it available to our customers,” Mr. McLaughlin said. Read more.


Weekend Reading for Financial Planners (Aug 19-20)
Kitces.com

August 18, 2017 – How Folio Forged A ‘Connexion’ Between Advisors And Robos (Christopher Robbins, Financial Advisor) – Folio Institutional is a niche RIA custodian known for its tech-savvy, and in 2014 it launched its “Advisor Connexion” (AcX) platform, intended to be a “robo-advisor-for-advisors” type of white-labeled solution for its advisors. Read more.

News Archive

Press Releases

SRI Conference Showcases Best Practices, as SRI Goes Mainstream

September 12, 2017 -- Denver, CO  The SRI Conference will host its 28th annual gathering at the Hotel del Coronado in San Diego, California November 1–3, 2017. It is expected to draw a large, diverse group of progressive investment advisors, investment managers, and change agents who are creating positive impact throughout public and private businesses and capital markets. more


Alternative Investing Platforms Partner with VIA Folio to Gain Access to Investors and Online Brokerage, Clearing and Custody

August 11, 2017 -- McLean VA  Alternative investing platforms now use VIA Folio's fully integrated, online offering and brokerage platform to improve investor engagement and access to alternative assets, such as Reg A+ IPOs, Reg D private debt and equity and unlisted REITs. more


VIA Folio Processes Closing for Myomo, the First Exchange-Traded Reg A+ IPO

June 27, 2017 -- McLean VA  VIA Folio is pleased to announce that it has processed the closing of Myomo’s Reg A+ IPO, the first of its kind to be traded on a national exchange. more

 

Press Archive