Folio Institutional is a leading brokerage, custody and financial technology company all in one. Investment advisors, financial institutions and retirement plans use its innovative technology and modular solutions to build and precisely manage customized portfolios for their entire client base, regardless of account size. Its clients use Folio’s state-of-the-art trading, portfolio management tools, digital investing services and alternative investment capabilities to create a better client experience, scale their business and improve profitability. Folio empowers the financial services industry on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide.