solutions

Our AI-powered advisory tool acts as your trusted guide, identifying the most relevant investment products tailored to your client's unique needs Your clients can explore independently or work with you We make the journey simple, intuitive, and confidence-inspiring; grounded in timely, relevant data

Our comprehensive suite of APIs integrates all your service providers; including brokers, accountants, and custodians as well as subscriptions like Morningstar and Bloomberg, into a single unified platform. This seamless integration streamlines operations, cuts complexity, and lets you focus on what matters most: delivering exceptional client service.

folio view empowers your clients to explore portfolios from diverse perspectives, fostering deeper conversations and smarter investment decisions. Offering detailed insights, including tax planning tools, it unlocks new opportunities and drives greater value for all stakeholders.

folio admin seamlessly integrates with your calendars and client/prospect management systems, simplifying logistics and streamlining your workflow. It keeps your schedule and client information effortlessly aligned, so you can focus on delivering exceptional service.

Folio enterprise gives you the freedom and flexibility to choose exactly the services you want to deploy for your clients, tailored to their unique needs and your business goals. Whether you're starting small or expanding your offerings, our platform grows with you enabling scalable solutions that adapt to changing market conditions and evolving client expectations. With its modular design, you can integrate the right tools at the right time, ensuring you deliver maximum value, maintain operational efficiency, and create a distinctive, competitive edge in today's fast-moving wealth management landscape.

Folio Trader gives you and your clients instant access to active markets, enabling you to view live market activity, buy securities, and settle trades in real time. Designed for speed, transparency, and efficiency, it empowers you to act quickly on market opportunities, streamline trade execution, and maintain full visibility over every transaction. Whether you're managing a single portfolio or multiple client accounts, Folio Trader ensures that your trading experience is seamless, secure, and fully integrated into your wealth management workflow.