Standout features of 10 robos aimed at advisory firms
Folio Institutional
Folio Institutional, one of the nation's largest custodians, introduced its automated advice solution for advisers in 2014.
Its digital platform offers clients access to exchange-traded funds, mutual funds and stocks, as well as dollar-based fractional share investing and window trading. It also incorporates a customizable questionnaire that can help clients pursue values-based investing. The tech can also be tailored to trigger or require an interaction from the adviser.
Clients of Folio Institutional include Navy Federal Financial Group, Ellevest, Invest Forward and Transamerica-Aegon.