Folio Institutional Revamps Website

Informational materials on the redesigned site include “how to” articles and case studies.

Folio Institutional has redesigned its public-facing website to showcase its leading solutions for advisers. Visitors now have a new user interface along with access to the Folio Sightlines blog, featuring interviews with industry experts and “how to” articles. It also offers various client case studies highlighting its work with registered-investment advisers (RIAs) and wealth management firms. A Newsroom section features a speaker’s bureau, calendar of events, press releases and Folio Institutional media coverage.

“Our public website now reflects the key features and benefits of our integrated, paperless platform that make Folio stand out from the competition,” says Greg Vigrass, president of the firm. “The new website better communicates Folio Institutional’s valuable services to our clients, prospects and partners. For example, it notes that our brokerage platform is customizable and API [application program interface]-driven, and explains how our fractional-share, model-based and DOL [Department of Labor]-compliant trading systems help advisers manage accounts of all sizes. It also highlights our sophisticated, automated tax management capabilities that benefit larger accounts.”

The website is also enhanced to be mobile ready.