Magically sync your Folio Institutional accounts with FinFolio and add white label reports, client portal + more
Folio simplifies your life and your business operations. Our turnkey, comprehensive brokerage and custody solution includes:
About FinFolioFinFolio is the portfolio management system that advisors love to use. We offer an ecosystem for our advisors to manage all their back office tasks across their entire book of business. |
About Folio InstitutionalWe are a unique brokerage, custodian, and financial technology company—all in one. Learn more at https://info.folioinstitutional.com/ |
FeaturesTop features:
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