![]() Type “C” is a constant-load fee – the investor gets charged a sales fee throughout the holding period of the fund. Type “B” is a deferred-load fee – the investor gets charged at the end of a term. Type “A” is a front-load fee – the investor gets charged a fee before actually being invested in the fund. ![]() Load fund companies offer retail shares with different load structures, such as “A”, “B”, and “C” being the most common ones. Some companies offer no-load funds and others offer load funds. Typically, mutual fund companies offer multiple types of shares. Active Strategies Have Low Odds of Success.Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. We empower the financial services industry on both a full-service and technology-licensed basis, servicing billions of dollars of investor assets nationwide. 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. ![]() 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. To learn more about DWSP, contact Folio Institutional.įolio Institutional ® is a leading brokerage, custody and financial technology company, all in one. It helps firms differentiate themselves across a wide range of wealth segments with a variety of solutions, from a goal-based robo advisor platform, to a simple and fun online investing service for novice investors, to a highly tailored, API-driven program that is customized from end-to-end. For example, Folio was one of the first to offer advisors completely paperless, streamlined account opening, bank-link creation and funding – and to also provide advisors with online trade confirmations, statements, performance reporting, tax documents and proxy voting services."ĭWSP offers wealth management firms, credit unions, banks, insurance firms, and other enterprises with a highly configurable, digital framework that delivers a more personalized client experience. "DWSP is a continuation of Folio's 18-year history of delivering cutting-edge and scalable brokerage and custody technology to RIAs, broker-dealers, TAMPs, robo advisors and enterprises. "We are honored that the Industry Award judges recognized the many ways our Digital Wealth Services Platform helps advisors serve their clients and grow their business," said Greg Vigrass, president of Folio Institutional.
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