![]() Folio utilizes technology to fulfill its mission while embracing diversification and low cost as core principles, along with consistent investing, tax efficiency and personalization. Among its activities, Folio develops and supports digital-first investment platforms for advisors and enterprises, fully integrated with its subsidiary’s brokerage, clearing and custody solutions. is an innovative market leader that owns and operates a unique self-clearing broker-dealer and FinTech company. We’re really looking forward to showcasing our abilities at this year’s T3 Advisor Conference.”įolio Financial, Inc. “It’s truly unique versus what the competition offers. “Folio’s technology allows companies to differentiate their offering through a configurable platform reflecting their business, branding and investor needs, while streamlining operations to conserve time and resources,” added Forde. To complement a current offering or an infusion of digital automation throughĪn advanced advisor workstation, with DWP, they enjoy personalization,Ĭonfigurability, and streamlined operations, built for their brand. Whether a company’s growth strategy includes adding a standalone robo advisor Institutions to deliver intelligent and personalized digital investmentĮxperiences – including the ability to do direct indexing – to a wide range ofĬlients, such as RIAs, financial services enterprises and even consumer brands. Wealth Platform offers the essential building blocks for financial advisors and Portfolios, has become an increasing focus in the financial services industry.” Portfolios of individual securities for clients based on indexes or model “At the same time, direct indexing, which allows advisors to build tailored Human capital, concentrated assets and personal financial situations,” said Looking for more customization in their investment strategies, including theĪbility to tailor their portfolios to their values, preferences, life goals, AttendeesĪre encouraged to visit Folio at Booth 320 for a capabilities demo, or contact Innovation, the Digital Wealth Platform (DWP), and its fractional share-poweredĭirect indexing technology, which Folio has offered since 2000 – can help. It will cover clients’ increasing expectation forĬustomized wealth management, and how Folio’s advanced FinTech – namely its latest ![]() President of Advisory Services, will be in the Exhibit Meeting Hall at 10:30 am Given by David Hagen, Vice President of Digital Wealth, and Patrick Forde, Vice Marina in in San Diego, CA, on February 17-19, 2020. Technology to Reshape the Client Experience” at this year’s Technology Toolsįor Today (T3) Advisor Conference, held at the Marriott Marquis San Diego Interested advisers can learn more about MMX by contacting Folio Institutional at 88.Will give a presentation entitled “Personalization Matters: Digital Wealth “Meanwhile, licensees can efficiently access third party expertise to offer their clients a broader range of managed investments.” “MMX allows model managers to increase the reach and visibility of their portfolio strategies, while creating a new revenue stream for them,” said Folio Institutional President Greg Vigrass, in a press release. ![]() Once a model is licensed for use, trades are executed via the Folio Institutional platform, which handles all back-office transactions between the licensor and licensee. Negotiations of licensing fees are conducted directly between the sellers and buyers of the investment strategies. Folio Institutional is initially offering the MMX program as a free service for all registered advisers and broker/dealers who use its platform.Īdvisers wishing to have their models displayed can do so for free as well however, they are required to have a minimum level of assets on the Folio Institutional platform, with those funds invested in one or more of their models. ![]() The “Model Manager Exchange” (MMX), currently features 150 portfolios from 35 financial professionals. ![]()
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