VIENNA, Va. FolioFN will supply back-office trading, custody, and accounting services to Brinker Capital, the oldest independent provider of managed account services for investment advisers.
Brinker Capital, based in King of Prussia, Pa., helps financial advisers create individualized investment strategies for their clients.
The deal with Brinker Capital, which has more than $3 billion of assets under advisement, was announced last week.