FinFolio - Folio Institutional

Magically sync your Folio Institutional accounts with FinFolio and add white label reports, client portal + more

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Folio simplifies your life and your business operations. Our turnkey, comprehensive brokerage and custody solution includes:

  • Automated account management with customizable models
  • Model Manager Exchange
  • Automated administrative tasks
  • Automated tax optimization tools
  • Folio Advisor Dashboard
  • Dynamic performance reporting and automated billing

Learn More

 

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About FinFolio

FinFolio 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.

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About Folio Institutional

We are a unique brokerage, custodian, and financial technology company—all in one. Learn more at https://info.folioinstitutional.com/

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Features

Top features:

  • syncs transactions, prices, securities and contact info
  • account management in one place
  • centralize workflows