Folio's Relationship Management Team Will Help You Maximize the Power of Folio's Platform

We know that transitioning to the Folio Institutional platform is just the first step in what will be a long and productive relationship. We also understand that this change can be intimidating, but our relationship management team is there for you. 

Our goal is to ensure that your firm can fully leverage our powerful technology to improve operational productivity, remain compliant, create innovations, better serve clients and achieve long-term financial success. That begins with a frictionless onboarding process.  Our relationship management team will guide you through the features and functions of the platform, including:

  • Paperless account creation and funding
  • Online client asset transfers (or let us can assist you with bulk transfers)
  • Trade order executions in windows and with special functions
  • Building investment models and models of models (allocations), and utilizing the Model Manager Exchange (MMX) or Ready-to-Go Folios
  • Managing and servicing client assets with customizable widgets, online services, client portals, integrated performance reporting, and automated tax management and tax lot relief methodologies
  • And much more

The relationship management team will also walk you through our unique productivity-enhancing tools, including:

We will bring you on board.  And once you have arrived, you'll be equipped with the know-how to maximize the power of Folio's platform for the benefit of your clients and your practice.

Ready to get started?

Request a Demo

Ongoing Relationship Management

The relationship management team is your implementation partner, and is there to help on an ongoing basis. You'll have one-on-one calls for additional training, as well as free monthly webinars.

You'll also have 24/7 access to an extensive library of FAQs and Help Center content with extensive instructional information on every tool and account management feature of the platform.

And, you will always have a Folio Institutional platform expert you can call who will be delighted to help you.

We value your relationship and want to be your investment partner.