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Classified in: Science and technology, Business
Subject: FVT

Steven Wallman, FOLIOfn, Inc. founder and CEO, to Discuss Technology Decision-Making at T3 Enterprise Conference



MCLEAN, Va., Oct. 20, 2017 /PRNewswire-USNewswire/ -- Enterprise leaders know that they must embrace technology or risk losing their competitive advantage. However, many leaders are overwhelmed by the technology choices available to them and the steps needed to meet customers' digital engagement expectations.

Steven M.H. Wallman, CEO of FOLIOfn, Inc.

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:

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

SOURCE Folio Institutional


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News published on 20 october 2017 at 11:31 and distributed by: