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About this Product

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Fabric provides advisors with actionable insight into market risk:

  • Risk aware portfolio design for financial advisors.
  • Customized to meet each client’s personal goals.
  • Powered by MSCI’s industry-leading technology.

About Fabric

Fabric was founded because today’s wealth management software is designed for the past not the future. Today, investment advisors are demanding access to sophisticated wealth technology and Fabric is their solution. Fabrics founding partners are industry leading experts in investment advisory, market risk analytics, portfolio design, and investment research. Powered by MSCIs Multi Asset Class Factor Model, Fabric provides detailed insight into both listed and private assets (hedge funds, private equity, and real estate). We help advisors design all weather multi asset class portfolios that meet their clients goals.At Fabric, we are passionate about putting leading investment technology in the hands of advisors. Fabric provides a comprehensive understanding of risk aware portfolio design, helps advisors build trust and protects their clients future

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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.