Folio Institutional

Folio Institutional® is a leading investment solutions and financial technology company. They provide custody and brokerage services for billions of dollars of investor assets and service to hundreds of registered investment advisors. Folio is an ideal match for advisors seeking an established, well-respected custodian for client assets, and a cost-effective portfolio management, trading, investment, and high-end client services platform that provides advisors with powerful tools enabling them to provide diversified strategies to their clients. The platform allows advisors and others to manage thousands of accounts with a few clicks, service smaller accounts in the same manner as their largest accounts, and fully integrates billing, performance reporting and other services.

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