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.
| Patent Number | Description |
|---|---|
| 9,978,103 | Method and apparatus for portfolio trading using margin |
| 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 |