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Our goal is to increase efficiency, reduce cost, and scale businesses. We have decades of combined experience in professional services industries customizing and automating a variety of technology solutions including Microsoft Office 365 as well as connecting with other applications using API’s.
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Through a series of discovery sessions, we help you identify and implement the right technology tools for your business. We provide guidance, based on your team’s pain points, on how to overcome these challenges with the proper technology.
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About this Product
Our primary goal is to increase efficiency, reduce cost, and scale businesses. We have decades of combined experience in the professional services industries customizing and automating a variety of technology solutions including Microsoft Office 365 as well as connecting with other applications using API’s.
- IT advising, solutions, and support.
- Make your work easier, making technology easy.
- Helping your business grow using tech.
About RooksDM
RooksDM is a technology consulting firm based out of Chicago, IL. Our mission is to increase efficiency, reduce cost, and scale businesses in the professional services industries through customizing technology and automating processes. We do this through advising, solutions, and support. We have experience with customizing and automating a variety of technology solutions including Microsoft Office 365 as well as connecting with other applications using API’s.
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Serving RIAs Since
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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.