Folio Institutional announced that Invest Forward has chosen its online brokerage, custody, clearing and robo-advisory technology services to power the Invest Forward digital investing platform.
Invest Forward bills itself as a white-label investing technology solution for advisers. It provides advisors with a customized website, online brokerage and account management tools. In other words, the firm says, it provides “the back-office technology necessary to offer investors a robo-adviser experience.”
According to the firm, Folio’s API Service helps large advisory firms and enterprises bring a custom, fully branded adviser-guided or stand-alone online investing program to market. The service “makes it easy for firms to build their own unique digital investing platform that includes custom online account opening, document management and securities trading, along with account performance and reporting solutions.”
Folio’s clients have direct control over their robo service’s look and feel.
Firms may contact Folio Institutional for a demo of its online brokerage, custody and FinTech platform. More information is also available at www.folioinstitutional.com.