We’re excited to share that NextFolio, a leader in active portfolio management, has partnered with Quorus to bring its Ensemble Active™ strategies to advisors through our platform.
The collaboration makes NextFolio’s actively managed, tax-efficient portfolios available in a separately managed account (SMA) format—now accessible on both Schwab’s Managed Account Marketplace® and Fidelity’s Separate Account Network®. Advisors can implement these strategies directly through Quorus, benefiting from streamlined account setup, automated execution, and integrated rebalancing.
For Quorus users, this means even greater access to high-conviction, style-consistent portfolios that combine institutional manager insights with data science and machine learning—all within a tax-efficient framework.
“NextFolio is offering something rare in today’s market: high-conviction portfolios driven by real-time institutional insights,” said John Hill, Co-Founder and CEO of Quorus. “This partnership allows advisors to pair that advantage with Quorus’s automation and tax-smart infrastructure to deliver meaningful impact for clients.”
To learn more about the partnership, read the full announcement from NextFolio here.
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