DWSP fully automates advisors' delivery of intelligent and personalized advice to their clients. It is the first and only digital advice solution to combine the power of goal-based financial planning with customized investment portfolios (using model strategies, stocks, ETFs and mutual funds), based on an advisor's guidance and a client's unique preferences and values. The Industry Awards is the only award program of its kind to honor outstanding achievements by companies that support financial advisor success.įolio's DWSP delivers advisors and wealth managers with an unparalleled digital investment advice experience. This award recognizes innovative programs that help advisors be more efficient and enhances the advisor and client experience. 24, 2018 /PRNewswire/ - Folio Institutional announced today that presented its Digital Wealth Services Platform (DWSP) with a 2018 Industry Award in the Custodians: Technology category. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC.MCLEAN, Va., Sept. We empower the financial services industry on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide. Our clients use our state-of-the-art trading, portfolio management tools, digital investing services and alternative investment capabilities to create a better client experience, scale their business and improve profitability. Investment advisors, financial institutions and retirement plans use our innovative technology and modular solutions to build and precisely manage customized portfolios for their entire client base, regardless of account size. To learn more about DWSP, contact Folio Institutional.įolio Institutional ® is a leading brokerage, custody and financial technology company, all in one. It helps firms differentiate themselves across a wide range of wealth segments with a variety of solutions, from a goal-based robo advisor platform, to a simple and fun online investing service for novice investors, to a highly tailored, API-driven program that is customized from end-to-end. For example, Folio was one of the first to offer advisors completely paperless, streamlined account opening, bank-link creation and funding – and to also provide advisors with online trade confirmations, statements, performance reporting, tax documents and proxy voting services."ĭWSP offers wealth management firms, credit unions, banks, insurance firms, and other enterprises with a highly configurable, digital framework that delivers a more personalized client experience. "DWSP is a continuation of Folio's 18-year history of delivering cutting-edge and scalable brokerage and custody technology to RIAs, broker-dealers, TAMPs, robo advisors and enterprises. "We are honored that the Industry Award judges recognized the many ways our Digital Wealth Services Platform helps advisors serve their clients and grow their business," said Greg Vigrass, president of Folio Institutional. Private label their digital investment advice soution, so they can build and promote their own brand – not that of third parties.Develop and manage portfolios that reflect multiple goals per account – or multiple accounts per goal. Manage every client's investment tax obligations with sophisticated tax management tools, such as Folio's Tax Football TM and automated tax strategies.Offer clients portfolios that reflect their individual preferences in sustainable, responsible and impact (SRI) investments.Own the portfolio construction process and provide clients with portfolios that include individual stocks, mutual funds and ETFs – they can also select from a wide variety of third-party model portfolios, including Folio's Ready-to-Go Portfolios.Folio's DWSP delivers advisors and wealth managers with an unparalleled digital investment advice experience.
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