EnrichVideo Platform

Product Description

About this Product

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Personalized, Interactive Video Statements For Financial Institutions:
  • Quick summary of client portfolio in video format.
  • Video statements are interactive and personalized.
  • Mobile friendly videos with extensive video analytics.

About Amigobulls Inc

EnrichVideo Platform - Powered by Amigobulls. EnrichVideo Platform can be used by advisors to send a quick summary of their client’s portfolio in a 2-3 minute personalized video format. The platform can be used to create 1000s of videos in just a few minutes and are designed for mobile devices. Video statements also allow for greater interactivity in the form of calls, messages, and likes. The result is higher client engagement.

Product Details

More info about us

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Category

Reporting
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Serving RIAs Since

2018
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Discount for Schwab Clients?

Yes

0719-93C0

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.