Advisor Services

To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

Jive Voice/Collaboration

Product Description

About this Product

Company Logo
Cloud-based phone system with Retail and Salesforce integrations:
  • Automate timestamping and recording to comply with the law
  • Easily manage, customize, and update your call routing
  • Take client calls on any device without sacrificing privacy

About Jive Communications

Jive’s cloud-based phone system creates an integrated, seamless experience for wealth managers, providing richer context and more effective communications between advisors and their clients. Recently, Jive joined recognized market leader LogMeIn’s Communications and Collaboration portfolio, pairing Jive with complementary best-in-class products like join.me, GoToMeeting, GoToTraining, GoToWebinar, etc. Jive’s cloud-delivery model ensures that your firm always has the latest features and applications—making Jive the last phone system you’ll ever need.

Product Details

Contact Us

More info about us

Categories Icon

Category

Practice Management, Other
Serving Since Icon

Serving RIAs Since

2010
Discounts Icon

Discount for Schwab Clients?

No

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.