FOLIOfn, Innovative Online Brokerage Firm, Actively Licenses Patents and Technology

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FOLIOfn Inc., a leader in the online brokerage industry, has been actively licensing its patents and/or its technology to other companies. It has provided licenses for use in the advisor channel in the U.S., as well as for general use in Japan.

Best of the Web for Alternative Investing.

FOLIOfn Inc., a leader in the online brokerage industry, has been actively licensing its patents and/or its technology to other companies. It has provided licenses for use in the advisor channel in the U.S., as well as for general use in Japan.

FOLIOfn has numerous patents covering aspects of its unique technology platform that enables investors to create and manage multiple portfolios of securities, called Folios, with one click of the mouse. In recognition of this achievement, Forbes magazine named FOLIOfn the "Best of the Web for Alternative Investing."    

"We continue to seek licensees of our patents and technology," said Steve Wallman, founder and CEO of FOLIOfn. "We currently have 12 issued patents, including those that pertain to FOLIO Investing as well as patents on various tax management interfaces, portfolio risk management and even a unique type of mutual fund."

FOLIOfn's FOLIO Investing offering (http://www.folioinvesting.com) represents the next generation in investing, after mutual funds and Exchange-Traded Funds (ETFs). Its unique, patented FOLIO Investing enables investors to create their own Folios--much like creating a personalized ETF or mutual fund. This affords significant tax advantages, ability to customize, transparency and lower costs, while allowing for proper diversification. Investors can also choose from more than 100 Ready-To-Go Folios, representing different market indices, sectors, geographic locations and asset classes. FOLIOfn recently launched conservative, moderate and aggressive versions of target-date Folios, as well.

Plus, the firm offers three Bear Market Folios, designed to increase in value as the broad market decreases in value. Investors can also purchase investment vehicles such as ETFs and mutual funds cost-effectively. The FOLIOfn platform allows commission-free investing for a low monthly fee, as well as dollar-based and fractional share investing. Folios can be managed or unmanaged and are offered by FOLIO Investments, Inc., a registered broker dealer and are not registered investment companies. FOLIOfn also provides a comprehensive platform for more than 150 registered investment advisory firms, independent broker-dealers and money managers through its FOLIO Advisor service (http://www.folioadvisor.com).

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Susan Assad

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