Webinar Series

Folio Institutional Webinar Series

Missed a webinar? Interested in upcoming webinars? Here you will find information regarding The Folio Institutional Webinar Series.
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Webinar Replay

Complementing the Financial Plan with Portfolio Management

Presented by: Morningstar
Date: December 4, 2019

Folio hosted a webinar where Morningstar presented on:

  • Collaborating with managed portfolio providers
  • Having a disciplined investment management approach
  • Offering valuation-driven investing to clients
  • Building holistic portfolios with multi-asset portfolio management

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Webinar Replay

Empowering Advisors with Direct Indexing

Presented by: IDX Advisors
Date: September 10, 2019

Learn more from IDX Advisors on:

  • How direct indexing and Folio can keep scale in your business while improving tax efficiency
  • Using direct indexing to customize portfolios to client preferences and values, including SRI/ESG filters
  • How direct indexing differs from ETFs

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Webinar Replay

Connectivity and Personalization in Wealth Management: Introducing Folio’s Digital Wealth Platform

Presented by: Folio Institutional
Date: May 06, 2020

Learn how DWP can enable you to:

  • Deliver personalized, automated investment advice to reach more clients in a totally digitally environment
  • Maintain complete ownership of your client relationships
  • Ensure consistency of advice across all channels
  • Manage multiple, complex investment programs from one solution
  • Automate and streamline back office operations so that you can spend more time relationship-building
Successful business presentation of a man at the office

 

Connectivity and Personalization in Wealth Management: Introducing Folio’s Digital Wealth Platform

Presented & Hosted by Folio Institutional

May 6, 2020 @ 12-1 p.m. EST

Investors expect more personalized advice directly aligned to their goals and preferences. At the same time, the impact of recent societal events will force advisory firms to adopt digital practices. To remain competitive, advisors must rethink traditional service models, which is why Folio created its Digital Wealth Platform (DWP).

Learn how DWP can enable you to:

  • Deliver personalized, automated investment advice to reach more clients in a totally digitally environment
  • Maintain complete ownership of your client relationships
  • Ensure consistency of advice across all channels
  • Manage multiple, complex investment programs from one solution
  • Automate and streamline back office operations so that you can spend more time relationship-building

Watch It Now
Stock Image_Maroon Overlay_4

 

Complementing the Financial Plan with Portfolio Management

Presented by Morningstar  |  Hosted by Folio Institutional

December 4, 2019 from 12-1 p.m. EST

Learn more from Morningstar on the benefits of:

  • Collaborating with managed portfolio providers
  • Having a disciplined investment management approach
  • Offering valuation-driven investing to clients
  • Building holistic portfolios with multi-asset portfolio management

Watch It Now
Institutional_Direct Indexer_Webinar 2019-09-10_Background Image-1

 

Empowering Advisors with Direct Indexing

Presented by IDX Advisors  |  Hosted by Folio Institutional

September 10, 2019 from 12-1 p.m. EST

Learn more from IDX Advisors on:

  • How direct indexing and Folio can keep scale in your business while improving tax efficiency
  • Using direct indexing to customize portfolios to client preferences and values, including SRI/ESG filters
  • How direct indexing differs from ETFs

Watch It Now

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