Folio was founded on the principle of making smarter investing available to everyone. We're always developing new, innovative and sometimes truly unique offerings and technology to help you and your clients invest more wisely, easily, reliably, and at a lower cost.

Our patented services include commission-free window trades, dollar-based, fractional-share trading, and our Tax FootballTM.

19 Folio Patents diagram

 

Patent Number Description
8,275,690 Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
8,099,344 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
8,086,514 Method and apparatus for rebalancing an investment portfolio using a portfolio investment system
8,078,490 Method and apparatus for corporate voting
7,844,538 Method and apparatus for trading securities or other instruments
7,685,046 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,640,182 Method and apparatus for corporate voting
7,552,082 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,546,267 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,117,176 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,110,971 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
7,047,218 Method and apparatus for trading securities or other instruments on behalf of customers
6,996,539 Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
6,801,199 Method and apparatus for interacting with investors to create investment portfolios
6,601,044 Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis
6,516,303 Method, system, and apparatus for managing taxable events within a portfolio
6,360,210 Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities
6,338,047 Method and system for investing in a group of investments that are selected based on the aggregated, individual preference of plural investors
6,161,098 Method and apparatus for enabling small investors with a portfolio of securities to manage taxable events within the portfolio