Product Description
About this Product
Cloud-native Data Warehouse unifies wealth data for faster insights:
- Unify structured, semi- & unstructured wealth data
- 360° client info view for cross-sell & up-sell insights
- Pre-built connectors for custodians, cores & CRMs
About JIFFY.ai
JIFFY.ai empowers Wealth Management firms to drive growth, operational excellence, and personalized client engagement. Our AI-powered Unified Onboarding accelerates both organic and inorganic growth, while Notetaker, Universal Desktop, and Servicing applications boost advisor productivity and efficiency. Powered by a proprietary no-code platform, intelligent AI Agents, and robust data capabilities, our solutions enable comprehensive in-house data management, actionable insights, and advanced analytics for smarter decision-making.
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
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® is a service 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.