FOLIOfn has expanded its FOLIO Advisor and FOLIO Manager platforms to accommodate financial advisers, separately managed account managers and mutual fund wrap sponsors.
The existing platform, which supported mutual funds and stocks, was already considered one of the more efficient platforms on the market, FOLIOfn said in a statement.
"Advisers can now execute asset allocation strategies across mutual funds and individual securities all within one account using our highly efficient and robust platform a distinct value-added and unique capability," Greg Vigrass, vice president and head of FOLIOfn institutional sales, said in a statement.
Steven M.H. Wallman, FOLIOfn CEO and founder, added, "Our patented platform is now the first that allows for seamless integration of equities and funds in one or multiple-manager-run models within a single account."