MCLEAN, Va., Feb. 18, 2020 /PRNewswire/ — Folio Monetary will give a presentation entitled “Personalization Issues: Digital Wealth Expertise to Reshape the Consumer Expertise” at this yr’s Expertise Instruments for As we speak (T3) Advisor Convention, held on the Marriott Marquis San Diego Marina in in San Diego, CA, on February 17-19, 2020.
The presentation, given by David Hagen, Vice President of Digital Wealth, and Patrick Forde, Vice President of Advisory Providers, will probably be within the Exhibit Assembly Corridor at 10:30 am on Thursday, February 20. It can cowl purchasers’ growing expectation for custom-made wealth administration, and the way Folio’s superior FinTech – particularly its newest innovation, the Digital Wealth Platform (DWP), and its fractional share-powered direct indexing know-how, which Folio has provided since 2000 – may also help. Attendees are inspired to go to Folio at Sales space 320 for a capabilities demo, or contact Patrick Forde immediately at 571-340-2294 or email@example.com for extra data.
“Purchasers are in search of extra customization of their funding methods, together with the power to tailor their portfolios to their values, preferences, life objectives, human capital, concentrated belongings and private monetary conditions,” stated Hagen. “On the identical time, direct indexing, which permits advisors to construct tailor-made portfolios of particular person securities for purchasers primarily based on indexes or mannequin portfolios, has turn into an growing focus within the monetary companies trade.”
Folio’s Digital Wealth Platform gives the important constructing blocks for monetary advisors and establishments to ship clever and personalised digital funding experiences – together with the power to do direct indexing – to a variety of purchasers, corresponding to RIAs, monetary companies enterprises and even client manufacturers. Whether or not an organization’s progress technique contains including a standalone robo advisor to enhance a present providing or an infusion of digital automation by means of a sophisticated advisor workstation, with DWP, they take pleasure in personalization, configurability, and streamlined operations, constructed for his or her model.
“Folio’s know-how permits firms to distinguish their providing by means of a configurable platform reflecting their enterprise, branding and investor wants, whereas streamlining operations to preserve time and assets,” added Forde. “It is actually distinctive versus what the competitors gives. We’re actually trying ahead to showcasing our talents at this yr’s T3 Advisor Convention.”
About Folio Monetary:
Folio Monetary, Inc. is an progressive market chief that owns and operates a singular self-clearing broker-dealer and FinTech firm. Amongst its actions, Folio develops and helps digital-first funding platforms for advisors and enterprises, totally built-in with its subsidiary’s brokerage, clearing and custody options. Folio makes use of know-how to satisfy its mission whereas embracing diversification and low value as core rules, together with constant investing, tax effectivity and personalization. Its key enterprise segments at present are RIAs, asset and wealth managers, TAMPs, different broker-dealers and monetary establishments corresponding to banks and credit score unions, in addition to different FinTech companies, together with robo advisors. Folio’s companies embody Folio Institutional, targeted on offering progressive options for RIAs and enterprises; VIA Folio, an end-to-end investing platform for personal investments out there to each institutional and retail traders; First Affirmative Monetary Community, the main advisor community serving the accountable funding group; The SRI Convention and Neighborhood, the nation’s premier convention on impression investing; and Folio Investing and Folio First for self-directed retail traders. . Dealer-dealer securities services are provided solely by means of Folio Investments, Inc. Member FINRA/SIPC. Folio Investments, Inc. conducts enterprise underneath varied commerce names, together with: Folio Monetary, Folio Institutional, Folio Investing, FolioFirst, VIAFolio, Folio Consumer, and DirectIndexer. Folio Investments, Inc. is a subsidiary of Folio Monetary, Inc. and an affiliate of First Affirmative Monetary Community, LLC. Funding advisory companies are offered by means of First Affirmative Monetary Community, LLC.
SOURCE Folio Monetary