Or, a turnkey asset management program, or TAMP, could automate its services and make separately managed accounts available to less affluent investors. Wallman said.įor example, an RIA looking to bring direct indexing (where indexes are recreated by purchasing the underlying stocks and adding or removing companies based on a client’s preferences) to small investors who can do so with DWP’s custom portfolio creation and support for fractional sharing. “This allows an institution to completely control all of the parameters, all of the inputs that go into it, all of the macroeconomic assumptions and what securities to use,” Mr. If a firm doesn’t have the capability to put the blocks together themselves, Folio can do it for them. He compares DWP to a set of blocks for building whatever tech platform a firm envisions.
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(More: FolioFN’s Wallman: How to make an impact with your investing) Folio Institutional was formerly known as FolioFN. Firms can pick and choose any of the pieces they want, said Steven Wallman, Folio founder and CEO. It includes hundreds of APIs covering goals-based planning, tax optimization, custom portfolio creation and many more. Please ensure that you fully understand the risks involved before trading at /disclosures.The parent of Folio Institutional describes its new Digital Wealth Platform as a suite of application programming interfaces that financial institutions, independent advisory firms and technology startups can use to develop client- and adviser-facing digital products, such as a standalone robo-adviser, an adviser workstation or a hybrid robo provider.
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