Digital Wealth Platform for Financial Institutions and Advisors

Folio Digital Wealth

The Next Generation of Digital Advice. Personalized.

Empowering Broker-Dealers, RIAs, Asset Managers, Banks, Credit Unions, TAMPs, and other enterprises through digital innovation.

Introducing Folio’s Digital Wealth Platform (DWP)—a modern, digital wealth management platform that is leading the next evolution of digital advice.

Built on two decades of innovation in brokerage, custody and FinTech services, this award-winning next generation platform brings together your unique intellectual capital and advice methodology with the power of an automated investment management solution for a new, digital client experience.

Robo Advisor

Robo Advisor

Extend your digital reach by offering personalized, automated advice to nurture your next clients.

Advisor Workstation

Advisor Workstation

Innovative advisor-directed technology that enhances the way advisors run their business for today’s digital world.

Build Your Own APIs

Build Your Own

A full suite of powerful REST APIs let you create your own unique digital experiences.

Essential Building Blocks for a Personalized, Digital Investment Experience

  • Interactive, goal-based investor questionnaire
  • Automated portfolio construction engine
  • Intelligent screening technology to capture human capital, held-away assets and SRI/ESG investing preferences
  • Predictive analytics to project likelihood of reaching goals
  • Real-time what-if scenarios
  • Auto-rebalancing
  • Automated tax loss and gain harvesting
  • Personalized, custom-branded client and advisor portals

Essential Building Blocks for a Personalized, Digital Investment Experience

3 devices Folio Financial Digital Wealth

  Maintain Complete Ownership of Client Relationships

  Deliver Consistent Advice Across Channels

  Manage Multiple, Complex Investment Programs from One Solution

  Streamline Operations

Contact our enterprise sales team

Whether you are looking to establish a digital growth strategy, deliver on the promise of a holistic wealth management experience, or simply trying to automate key operational tasks, Folio has proven expertise in helping companies like yours digitally transform their operations. Use the form at right to reach our enterprise sales team for details.

An award-winning product