At the upcoming T3 Enterprise Conference, FOLIOfn, Inc. founder and CEO Steven Wallman will address these concerns and share his expertise on the changing ways financial-sector technology decisions are being made. During this main stage discussion, Wallman will share how Folio’s innovative brokerage capabilities and full suite of APIs – combined with Folio’s tools and technology – benefit investors. He will also explain how Folio works with enterprises to create long-lasting customer relationships through the use of technology.

Session details are:

Session Title: “Technology, Financial Services and the New Gatekeepers”
Panelists: Steven Wallman, founder and CEO, FOLIOfn, Inc. 
Matt Lynch, managing partner, Strategy & Resources, LLC
Jeffrey Concepcion, president and CEO, Stratos Wealth Partners
Date: October 30, 2017
Time: 3:35-4:15 PM
Location: Cosmopolitan Hotel, Las Vegas, NV

Wallman is an advocate for individual investors and a recognized authority on securities markets, trading and the use of technology in financial services. Before founding FOLIOfn, Inc., Wallman was an SEC Commissioner from 1994 to 1997. He recently served on the SEC’s Investor Advisory Committee and is a member of FINRA’s FinTech Industry Committee.

The Folio family includes:

  • Folio Institutional provides fully-integrated trading, custody, clearing, performance reporting, paperless account opening, state of the art digital engagement and robo/hybrid-advisor solutions –along with a complete set of APIs and private label capabilities – to investment advisors, banks, credit unions, insurance companies and other enterprise clients.
  • Folio Investing is an online brokerage with patented technology to help individuals invest in a more diversified, customized and cost-efficient manner, and to benefit from one-of-a-kind tax management tools.
  • VIA Folio is a dynamic platform for capital raising by small to medium-sized enterprises and for those interested in investing in private securities and alternative investments, including non-traded REITs, Reg A+ offerings and others.
  • First Affirmative Financial Network offers investment advisory, portfolio management and consulting services to investors seeking sustainable, responsible and impact investments. It produces The SRI Conference. Now in its 28th year, The SRI Conference is the premier event for advisors and others interested in sustainable, responsible and impact investing.

Those not able to join the T3 Enterprise Conference may follow Folio Institutional online via @FolioAdvisor or request a free, online demo by visiting www.folioinstitutional.com.

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

©2017 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

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SOURCE Folio Institutional

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