Integrated brokerage platform Folio Institutional provides an integrated brokerage and custodial platform with state-of-the-art tools, appealing to financial advisor firms looking for efficient and comprehensive solutions to manage client portfolios.

Trusted by institutions and financial advisors Over 420 financial advisor firms and institutions trust Folio Institutional, indicating a strong market presence and credibility that can be leveraged to attract new clients from similar sectors.

Modern technology stack Utilizing modern technologies like Google Analytics, HubSpot, and Cloudflare Bot Management showcases Folio Institutional's commitment to staying technologically advanced, appealing to tech-savvy clients interested in cutting-edge tools.

Growth potential with recent funding Having received $15M in funding, Folio Institutional shows potential for expansion and growth, presenting an opportunity for sales professionals to capitalize on the company's development phase for partnership or service acquisition.

Competitive positioning among industry giants Being in the league of industry giants like TD Ameritrade and Schwab Advisor Services hint at Folio Institutional's competitive strength and ability to cater to clients of various sizes, positioning it as a worthy alternative for potential clients seeking efficiency and reliability.