Folio in the News
Folio Financial Launches Robo for Advisors
Financial Advisor IQ
December 10, 2018 – Folio Financial has rolled out a digital wealth management platform aimed at financial advisors and institutions, with built-in flexibility allowing advisors various ways to deploy it, the company says. The new platform aims to offer goal-based financial planning with custom portfolios, the brokerage, custody and fintech firm says in a press release. More.
December 6, 2018 – Folio Financial says it has rolled out a new robo-advisor platform for both financial professionals and investors that includes tools for goals-based financial planning and specialized portfolio building. More.
December 6, 2018 – Folio Financial has a new technology platform that it says will pave the way for the next generation of digital advice. More.
December 6, 2018 -- McLean VA – Folio Financial, a leading brokerage, custody and financial technology company, today announced the launch of their latest innovation, the Digital Wealth Platform (DWP)—a modern, digital wealth management platform that is leading the next evolution of digital advice. more
September 27, 2018 -- McLean VA – The SRI Conference and Community announced today it has launched a redesigned website, which is the first step among many it is taking to help those who create lasting social and environmental returns collaborate, innovate and shape the future of sustainable, impact and responsible (SRI) investing.more
September 26, 2018 -- McLean VA – Editors, journalists and bloggers who report on wealth management, diversity, corporate governance and sustainable, responsible and impact (SRI) investing now have more ways than ever to participate in the SRI Conference. more