What is Folio Institutional?

Folio Institutional is a leading provider of innovative technology and investment solutions for financial advisors and institutional investors. It offers a comprehensive digital platform that allows advisors to efficiently manage client accounts and portfolios. With its cutting-edge technology, Folio Institutional is able to provide a wide range of investment options including direct indexing, commission-free ETFs, custom model portfolios, and socially responsible investing. The platform also enables seamless trading, rebalancing, and tax optimization. Additionally, Folio Institutional offers a suite of robust tools and resources to support advisors in delivering personalized and tailored investment strategies to their clients. With its user-friendly interface and extensive functionality, Folio Institutional empowers advisors to streamline their operations and enhance the client experience. Overall, it is an all-encompassing solution for advisors and institutions seeking modern and efficient investment solutions.