Provide clients visually appealing analytics about their Folio Institutional* accounts.
Build trust and increase transparency with clients while also driving referrals. Share and foster your unique story with an innovative tool designed to improve the advisor-client relationship.
Monitor Account Performance
CURRENT AND HISTORIC ACCOUNT VALUES
Account values change over time. See where you have been and grasp where you are going.
CURRENT ACCOUNT HOLDINGS
Even with multiple Folios inside your client accounts determining your total allocation is essential to revealing risk and diversification.
Folio Institutional’s robust model portfolio management systems gives you the advisor a high level of customization to diversity among many different strategies. Visualizing the Folio allocation can shine light on your value proposition.