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Ranked #1 in New Discretionary Investment Contracts for Fiscal Year 2025

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AI Summary (NQ-processed)

FOLIO announced it ranked first in the number of new discretionary investment contracts for the fiscal year 2025 (April 1, 2025 – March 31, 2026), marking its fourth consecutive year in the top position. Growth was driven by AI-powered services like ROBOPRO® and the institutional platform 4RAP.

AI Analysis

Frequently Asked Questions

Q: What is notable about FOLIO's performance in FY2025?
A: FOLIO ranked #1 in new investment management contracts with 89,171 additions, marking its fourth consecutive year.
Q: What are the main services driving FOLIO's growth?
A: ROBOPRO®, Omake-se Investment, and the institutional platform 4RAP.
Q: What is the 4RAP service?
A: 4RAP is a platform for financial institutions to offer multiple wrap investment services.