Product Description

About this Product

Internet based electronic document package delivery service enabling secure, cost-efficient, scalable delivery with tracking and accountability to trading partners including Broker/Dealers, RIAs, BGAs and Insurance Companies:

  • Documents can be exchanged between Broker/Dealers, RIAs, BGAs and Carriers with three delivery methods: Secure eXchange (workflow to workflow), Secure Email (Email notice for downloading package from portal), Secure Fax.

About Paperclip Inc

Paperclip is a 30+ year leading technology firm serving Financial Services for Cybersecurity, Content Management, Document eXchange, and Email Encryption.  Offered solutions: SAFE – a black box solution that enables Searchable Encryption enabling Encryption in Use, Virtual Client Folder Content Management, Internet eXpress document eXchange, eM4 Email Encryption that includes E-Signing, and Mojo – a data transcription service using AI/ML and crowd sourcing.

Other Products from Paperclip Inc

Product Details

Contact Us

Phone Icon
Website Icon
Email Icon
Social Media Icon

Social Media

More info about us

Categories Icon


Other, Practice Management
Serving Since Icon

Serving RIAs Since

Discounts Icon

Discount for Schwab Clients?



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.