FolioBeyond is engineered with state-of-the-art cloud technologies and advanced proprietary algorithms to provide enhanced availability, scalability and security.
FolioBeyond’s algorithms are modularized to provide easy customization based on partner’s needs, such as varying constituent ETFs or including partner’s own products.
Algorithms and trade generation processes are housed at FolioBeyond with daily trade instructions automatically generated and executed using appropriate API links to institutional partner's custody platform. Trade allocation to individual clients of institutional partners can be handled by FolioBeyond or implemented using partner’s own allocation process.
FolioBeyond currently has full implementation in place with InteractiveBrokers and Schwab Advisor Services, and is expanding to other major custody platforms.
