Folio Institutional Welcomes Curian Capital Advisors, Offers Seamless Migration Path

Aug 03, 2015, 11:13 ET from Folio Institutional

MCLEAN, Va., Aug. 3, 2015 /PRNewswire-USNewswire/ -- In the wake of Curian Capital's recent decision to stop accepting new advisory clients, Folio Institutional, an online brokerage platform designed for advisors and broker-dealers, is offering an easy and seamless migration path to assist in quickly placing clients on its modern, fractional-share, multi-sleeve portfolio management platform.

Folio Institutional offers a familiar, but more advanced set of operational capabilities and technology that will allow advisors and broker-dealers to provide Curian clients with state-of-the-art technology and service. Other key features of Folio's platform include advanced tax-lot management with patented harvesting capabilities, an easy-to-use completely paperless workflow, add-on modules for robo or robo-hybrid offerings, and ETF or SMA based advisor-managed 401(k) plans.

For advisors who seek investment management support and are looking to transition directly to an alternate Turnkey Asset Management Program (TAMP), Folio Institutional can recommend several TAMP partners already resident on the Folio Institutional platform.

"The offering that Curian brought to the table, which utilized the Folio concept, was a forward-thinking and frontier approach," said Steven M.H. Wallman, founder and CEO of Folio Investing. "Folio, with its advanced technology, is the obvious alternative today, and we want advisors who are interested in continuing to apply this pioneering approach to know that they have a home here."

Folio is also offering free transition support to provide advisors and broker-dealers with a set of options that will best fit their needs.

Advisors and broker-dealers can contact Folio at or 1-888-485-3456.

About Folio Institutional
Folio Institutional, a division of FOLIOfn Investments, Inc., is an innovative investment solutions company offering an integrated brokerage and technology platform, featuring a patented, state-of-the-art Folio trading capability. FOLIOfn Investments, Inc., has been a self-clearing broker-dealer since 2001. Today, it provides custody and brokerage services for billions of dollars of investor assets, and thousands of financial professionals and institutions. For further information please visit and follow @FolioAdvisor on Twitter.

Folio Investing®, Folio Institutional®, and VIA Folio™ are offered by FOLIOfn Investments, Inc., a self-clearing broker-dealer and a direct member of the Depository Trust & Clearing Corporation (DTCC). Launched in 2000, FOLIOfn Investments, Inc. is a wholly-owned subsidiary of FOLIOfn, Inc., which provides investment technology and other services to financial services firms.

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SOURCE Folio Institutional