![]() ![]() On a larger scale, mutual funds and institutional investors are in. Folio Institutional delivers complete solutions to financial advisors. A portfolio investment can be anything from a stock or a mutual fund to real estate or art. The service “makes it easy for firms to build their own unique digital investing platform that includes custom online account opening, document management and securities trading, along with account performance and reporting solutions.”įolio’s clients have direct control over their robo service’s look and feel.įirms may contact Folio Institutional for a demo of its online brokerage, custody and FinTech platform. S-Network will deliver the index to its TAMP (Turnkey Asset Management Platform). In other words, the firm says, it provides “the back-office technology necessary to offer investors a robo-adviser experience.”Īccording to the firm, Folio’s API Service helps large advisory firms and enterprises bring a custom, fully branded adviser-guided or stand-alone online investing program to market. capital markets: institutional investors, hedge funds, asset managers. The Folio Institutional Custodial fee is in addition to Investment Advisory Fees charged by the Investment Advisor (. It provides advisors with a customized website, online brokerage and account management tools. Folio Investing is the online brokerage where investors can create an unlimited. Invest Forward bills itself as a white-label investing technology solution for advisers. Folio Institutional announced that Invest Forward has chosen its online brokerage, custody, clearing and robo-advisory technology services to power the Invest Forward digital investing platform. ![]()
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