Folio in the News
May 11, 2019 – For the first time, InvestmentNews is highlighting and honoring firms that have developed innovative approaches to the opportunities and challenges facing the financial advice profession - and Folio is one of them. More.
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.
Open APIs as the Key to Growth in WealthTech
April 17, 2018 – According to Greg Vigrass, President of Folio Institutional, the API strategy is a huge part of what they do. The company provides a full set of REST APIs that allows third parties to integrate with the platform and get the full functionality of the Folio site. This includes everything from account opening APIs to trading APIs, information on cash movement APIs, etc. More.
MCLEAN, VA, June 19, 2019 – Folio Financial, Inc., a leading digital-first brokerage, custody and FinTech firm, today announced the launch of its direct indexing website, DirectIndexer.com. Direct indexing has been a dream for many – now it is a reality. more
MCLEAN, VA, April 23, 2019 – Folio Financial announced today that it was a finalist for the Investment News 2019 Innovation Award for its Digital Wealth Platform (DWP), in the first year the award has been given to firms. This award recognizes firms that demonstrate original approaches to the opportunities and challenges facing the financial advice profession, as well as innovations that improve how financial advisors take care of their clients, run their businesses and improve client outcomes. 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