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Folio Institutional's Digital Wealth Services Platform Wins WealthManagement.com 2018 Industry Award for How It Transforms Online Investing for Advisors, Enterprises and Their ClientsMCLEAN, Va., Sept. 24, 2018 /PRNewswire/ -- Folio Institutional announced today that WealthManagement.com presented its Digital Wealth Services Platform (DWSP) with a 2018 Industry Award in the Custodians: Technology category. This award recognizes innovative programs that help advisors be more efficient and enhances the advisor and client experience. The WealthManagement.com Industry Awards is the only award program of its kind to honor outstanding achievements by companies that support financial advisor success. Folio's DWSP delivers advisors and wealth managers with an unparalleled digital investment advice experience. It is the first and only digital advice solution to combine the power of goal-based financial planning with customized investment portfolios (using model strategies, stocks, ETFs and mutual funds), based on an advisor's guidance and a client's unique preferences and values. DWSP fully automates advisors' delivery of intelligent and personalized advice to their clients. With DWSP, advisors can:
DWSP offers wealth management firms, credit unions, banks, insurance firms, and other enterprises with a highly configurable, digital framework that delivers a more personalized client experience. It helps firms differentiate themselves across a wide range of wealth segments with a variety of solutions, from a goal-based robo advisor platform, to a simple and fun online investing service for novice investors, to a highly tailored, API-driven program that is customized from end-to-end. To learn more about DWSP, contact Folio Institutional. About Folio Institutional ©2018 Folio Financial, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC.
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