Folio hosts monthly webinars for advisors on its platform. The webinars help advisors to maximize Folio’s investment platform and master back-office procedures.
Wednesday, December 6, 2017
Topic: 2017 Year-End Checklist: Information You Need to Know
Wednesday, November 1, 2017
Topic: Maximize Value with Folio’s Model Management
Wednesday, July 12, 2017
Topic: ACAT Transfers: Simplifying the Conversion Process