2014 Press Releases

Folio Institutional launches Private Placement Custody Platform for Brokerages, Funding Portals, Issuers, Investors and Advisors

API driven online offering streamlines the entire offering process.

October 23, 2014 – McLean VA – Folio Institutional today announced the availability of the Folio Private Placement Platform—an innovative REST API driven private offering and custody platform that enables a seamless online brokerage experience. The depth and breadth of the platform make it ideal for firms that have, or are building their own platforms to facilitate offerings from private issuers to eligible investors.
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Folio Institutional Rolls Out State-Of-The-Art Technology To Transform The Way Advisors Do Business

Arms RIAs and IBDs with a powerful new competitive advantage; enhances the investor experience while automating advice and account servicing

August 11, 2014 – McLean VA – Folio Institutional, a division of FOLIOfn Investments, Inc., today announced Advisor Connexion, a unique technology platform that gives advisors a powerful new competitive advantage—a wholly-automated client offering that will also substantially lower the advisor’s operational costs—allowing firms to vastly expand the markets they currently serve.
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