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UNITZXCHANGE is partnering to create a unitization solution
allowing investment advisors and recordkeepers to offer customized model portfolios
to plan participants.
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Partners
Folio Institutional
Folio Institutional and UNITZXCHANGE, LLC have combined to create a unitization solution which allows investment advisors and recordkeepers to offer customized model portfolios to plan participants. This solution takes advantage of Folio Institutional's unique trading and custody technology and UNITZXCHANGE's unit accounting technology to create an efficient, economical unitization product. Managed portfolios of mutual funds, ETFs or individual securities can be
unitized and traded through various recordkeeping systems.
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