Product Description

About this Product

A communications surveillance platform for the modern workplace:

  • Capture your digital footprint, from WhatsApp to websites
  • Streamline your review process
  • Meet growing regulatory requirements to prove compliance

About MirrorWeb

MirrorWeb helps organizations meet their compliance and digital preservation needs faster and more easily than ever before. We provide a unified communications surveillance solution for firms in the financial services sector, from those just registering with the SEC to large, established investment advisers, and feature in the FINRA Compliance Vendor Directory. MirrorWeb is also trusted by major clients in the public sector, working with governments across four countries. MirrorWeb is spread across 2 offices in 2 continents, with headquarters in Austin, Texas, and Manchester, UK. 2023 has seen the launch of MirrorWeb’s new ‘Insight’ communications surveillance platform. Insight was built from the ground up to deal with the compliance challenges of today, using customer-driven innovation to streamline the modern compliance experience.

Product Details

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Category

Compliance
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Serving RIAs Since

2020
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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.