Technology Integration & Optimization

Schwab integration: Building bridges from our systems to yours

Schwab offers a variety of tools and approaches that help you integrate your systems, automatically flowing important data between your different technologies.

  • Seamless and secure integration and file transmission across a range of trusted technology providers
  • Access to powerful trading and rebalancing networks
  • Ability to view key information or initiate money movements in select CRMs and portfolio management solutions

Guidance for selecting technology providers

Whether you're considering new technology or searching for a product to complement your existing programs, it's invaluable to hear from peers who've already made the investment. Schwab OpenView MarketSquare® provides technology ratings and reviews, exclusively by and for advisors who custody with Schwab Advisor Services™. Check out the vendor listings and reviews on the Schwab Intelligent Technologies® website. 

Schwab Performance Technologies

For nearly 30 years, Schwab Performance Technologies® has been delivering innovative portfolio management solutions based on the deep expertise of independent advisors.

Institutional Intelligent Portfolios

This automated investment management platform enables advisors to build their own portfolios and offer them to clients in an advisor-branded, digital experience.

Ideas & best practices

Schwab not only provides access to a range of technology solutions but also industry best practices, insights and support to help you expand and optimize your systems and operations. 

Automated investing

Automated investing is one of the biggest topics in the industry. But is it right for your firm? Our library of resources will provide you with background on this growing trend, key questions to consider before integrating automated investing into your practice, and an overview of what’s possible with Schwab’s Institutional Intelligent Portfolios automated solution.

CRM education

Are you getting the most out of the investment you've made in your client relationship management (CRM) system? Learn how to take advantage of advanced features, centralize operations and workflows, drive efficiency and consistency, and improve your overall business operations. 

Outsourcing capabilities

Outsourcing your core operations and technology can help your firm focus more on things like generating revenue, sparking growth, and improving your clients' experience. This series of digests will help you understand the different types of outsourcing models and evaluate whether one is the right option for your firm. 

Learn from your peers

Whether you're evaluating, implementing, or integrating a CRM with other technology in your office, you can benefit from peer perspectives on what works and what doesn't. Watch this video series featuring advisors and technology vendors offering their insights to help you choose and implement the right technology for your firm.

Improve workflow efficiency

Every RIA firm has its own procedures—or workflows—for executing tasks, interacting with clients, and managing operations. Use these prepackaged workflows based on industry best practices to help integrate and optimize your systems and operations. Each contains step-by-step instructions for managing key client activities, from lead generation to onboarding clients.

Re-evaluate your strategy

Schwab's Business Consulting Program is designed to go deep into your business with you, exploring your unique situation and bringing our years of RIA experience to support you in advancing your firm. Learn how we can help streamline your workflows and operations, optimize your CRM, and strengthen your cybersecurity program.