Using technology to improve the investment process and enhance socially responsible investment tools.
In 1999, Steve Wallman founded FOLIOfn, a brokerage and investment company that focuses on using technology to improve the investing experience via a digital platform.
Using a digital platform helped decrease costs for both investors and advisors. In 2018, FOLIOfn is launching new technology that includes a robo platform and SRI investing tools which would allow investors to structure their portfolio to align with their values.
Read more about these exciting advances here.