Global Class Actions Services

Product Description

About this Product

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Financial Recovery Technologies recovers funds due to investors in global shareholder class actions. We handle the process start to finish, identifying eligibility, filing the claim, recovering the money and remitting the funds to the investor.  We help your clients maximize their recoveries and help advisors meet fiduciary responsibilities:

  • Solely focused on Class Actions, purpose built to maximize recoveries 
  • Comprehensive coverage: Settled Securities and Antitrust class actions, all cases globally. 
  • Dedicated client service team and online Client portal for transparency and reporting
     

About Financial Recovery Technologies

Solely focused on global class action monitoring, filing, and recovery solutions. Trusted by the largest asset managers, asset owners and custodians.

Product Details

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Phone

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Social Media

More info about us

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Category

Other, Practice Management
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Integration Capabilities

Daily Data Files
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Serving RIAs Since

2008
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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.