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Managed Accounts

Streamline the creation and management of customized, model-based portfolios with the Folio Managed Accounts solution. The solution features a complete set of portfolio management tools designed for discretionary and non-discretionary accounts.

Managed Accounts offers efficient separate or unified account management:

  • Manage customized, model-based portfolios for discretionary and non-discretionary accounts
  • Create and readily update actively managed model portfolios with our proprietary turnkey solution
  • Deploy investment strategies using multiple managers and strategies to best meet your clients’ needs
  • Set minimum account sizes at levels that work for your business and your clients