Folio Institutional President Greg Vigrass to Speak On NextGen Advisor Tech at T3 Conference

• The current digital advice landscape and the benefits of embracing digital engagement technology.
• The challenges – and opportunities – that disruption from technology, competition and regulation create for enterprises and RIAs.
• Ways to leverage digital engagement technology to improve your current business and position it for tomorrow.
• Steps that enterprises and RIAs can take to find the right digital advice platform.

Session details:

• Session Title: "Next Generation of Advisor Tools and Technology"
• Date and Time: February 9, 2018 at 9:20 a.m. EST

Reporters interested in speaking with Vigrass may schedule an interview by emailing [email protected].

Firms may contact Folio Institutional for a demo of its online brokerage, custody and FinTech platform.

About Folio Institutional
Folio Institutional^® is a leading brokerage, custody and financial technology company, all in one. Investment advisors, financial institutions and retirement plans use our innovative technology and modular solutions to build and precisely manage customized portfolios for their entire client base, regardless of account size. Our clients use our state-of-the-art trading, portfolio management tools, digital investing services and alternative investment capabilities to create a better client experience, scale their business and improve profitability. We empower the financial services industry on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide. www.folioinstitutional.com

©2018 FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC.

SOURCE Folio Institutional

Related Links

http://www.folioinstitutional.com