Digital Wealth Platform for Financial Institutions and Advisors

The Next Generation of Digital Advice. Personalized.

Empowering Broker-Dealers, RIAs, Asset Managers, Banks, Credit Unions, TAMPs, and other enterprises through digital innovation.

Introducing Folio Financial’s Digital Wealth Platform (DWP)— a modern, digital wealth management platform that is leading the next evolution of digital advice.

Built on two decades of innovation in brokerage, custody and FinTech services, this award-winning next generation platform brings together your unique intellectual capital and advice methodology with the power of an automated investment management solution for a new, digital client experience.

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Robo Advisor

Extend your digital reach by offering personalized, automated advice to nurture your next clients.

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Advisor Workstation

Innovative advisor-directed technology that enhances the way advisors run their business for today’s digital world.

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Build Your Own

A full suite of powerful REST APIs let you create your own unique digital experiences.

Essential Building Blocks for a Personalized, Digital Investment Experience


  • Interactive, goal-based investor questionnaire
  • Automated portfolio construction engine
  • Intelligent screening technology to capture human capital, held-away assets and SRI/ESG investing preferences
  • Predictive analytics to project likelihood of reaching goals
  • Real-time what-if scenarios
  • Auto-rebalancing
  • Automated tax loss and gain harvesting
  • Personalized, custom-branded client and advisor portals
Digital Wealth wheel of features: automated billing, paperless account opening, investor questionnarie, goal-based financial planning, portfolio design, automated money movement, client and advisor dashboards, $0 transaction costs, IPS report generation, pro-active tax management, and performance reporting
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  Maintain Complete Ownership of Client Relationships

  Deliver Consistent Advice Across Channels

  Manage Multiple, Complex Investment Programs from One Solution

  Streamline Operations

An Award-Winning Product



From the brokerage and custodian that's been an innovator in FinTech since 2000

Folio was founded on the idea of making smarter investing available to everyone, and we’ve earned 20 patents in that pursuit. Our commitment to that mission is exemplified in helping enterprises deliver cost-effective and impactful investing solutions to all of their customers. Folio delivers innovative brokerage, custody and FinTech services every day. Since 2000, over 450 investment firms—from large financial institutions to start-ups—have achieved unprecedented efficiency and significant business growth using our platform.

Contact our enterprise sales team

Whether you are looking to establish a digital growth strategy, deliver on the promise of a holistic wealth management experience, or simply trying to automate key operational tasks, Folio has proven expertise in helping companies like yours digitally transform their operations. Use the form at right to reach our enterprise sales team for details or contact them here:

Dave Hagen
Vice President of Digital Wealth
hagend@foliofinancial.com  
O: (703) 245-5716

Jason Desiderato
Vice President of Enterprise Sales
desideratoj@foliofinancial.com  
O: (571) 205-3561

Greg Vigrass 
President, Folio Institutional
vigrassg@folioinstitutional.com
O: (703) 245-5757
M: (407) 492-0672 

Learn how Folio Financial’s advanced technology can help you generate new revenue streams, enhance customer loyalty, and attract new customers.