We've been very happy with the relationship." There were a few other firms in the market making a big push to work with us, but we very early on decided to work with Folio. For example, Folio was the best equipped to handle Dimensional Advisors funds, which are a core to our institutional offering. Folio was able to provide all of this," said Matt Cohen, CEO and founder of Invest Forward.Ĭohen added, "Folio was ahead of the curve in meeting all of our needs.
We needed a technology firm that could offer API brokerage technology, seamless trade execution, online client onboarding, low-cost trading, integrated custody and model management. "Our firm needed a partner that would support our initiatives and growth and that was committed to focusing on our business. Invest Forward also helps advisors to digitally offer term life insurance, loans and estate planning. It provides advisors with a customized website, online brokerage and account management tools and the back-office technology necessary to offer investors a robo advisor experience.
Invest Forward is a white-label technology solution for advisors. Invest Forward is one of the financial services industry's most cutting-edge and fastest growing robo advisors. 15, 2017 /PRNewswire/ - Folio Institutional announced today that Invest Forward has chosen its online brokerage, custody, clearing and robo technology services to power Invest Forward's digital investing platform.
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