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Folio Financial Launches DirectIndexer.com to Demonstrate Direct Indexing CapabilitiesMCLEAN, Va., June 19, 2019 /PRNewswire/ -- Folio Financial, Inc., a leading digital-first brokerage, custody and FinTech firm, today announced the launch of its direct indexing website, DirectIndexer.com. Direct indexing has been a dream for many – now it is a reality. "We're pleased that we've been able to enhance the technology and capabilities we've been building and offering in other contexts for almost two decades for those seeking to direct index," said Dave Hagen, Folio's Vice President of Digital Wealth. "Folio offers unique technology for delivering direct indexing in a cost-effective way to any sized client account. We've really breathed life into the concept." Using our platform, advisors build their customizable portfolios for clients, creating truly personalized investments for any account size. An advisor can use a standard index, build their own, use any of Folio's about 160 own (and free to use) Ready-to-GoTM Folios (RTGs), some of which have an almost 20-year track record, or use third party models from selected investment managers through Folio's proprietary Model Manager Exchange (MMX) to start and then customize, filter and weight them for particular industries, sectors, geographies, social and values-based preferences, a client's human capital needs and more, with equal weighting at a click of a button, market cap weighting or any other weighting the advisor would like. The platform includes fractional share investing, virtually unlimited commission-free trading in multiple daily windows, supporting any sized account, and model-based trading for efficiency in managing hundreds or thousands of accounts at once, all with no minimums and for one low asset-based fee. It is all built with Registered Investment Advisors (RIAs) in mind and with a complete fully-integrated advisor workstation. Advisors also can employ a wide arry of tax strategies, including Folio's patented Tax FootballTM. Working with Folio also allows RIAs to:
"The technology underlying direct indexing is incredibly complex," adds Hagen. "But in our two decades in business, we've built the foundation for it, and now we have brought it to market for direct indexers." Find out more at www.directindexer.com. About Folio Financial:
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