Product Description

About this Product

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Attract clients through personalization across the entire investment journey:

  • Targeted portfolios accounting for personal client preference.
  • Direct-indexed, optimized portfolios for optimal performance.
  • Data-driven client acquisition platform.

About Cred Financial Solutions

Cred is a Machine Learning personalization platform providing investment advisory businesses with the ability to target and convert the most valuable investors, increasing client and asset acquisition. We aggregate 20+ client data points to effectively construct investment portfolios which account for each client's preferences such as interests, values, products, ideas, and more—within a direct-indexed investment product, optimized for performance. The result—higher conversion, more client engagement, and optimal performance. Your business can use this granular data to drill-down, target, and optimize client approach through the most effective timing, medium, messaging, and more—using real data to acquire clients. We live in a digital-first world, where those with the most accurate data and implementation will be successful growing in their businesses.

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Practice Management
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Integration Capabilities

Daily Data Files
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.