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Silver Advisor Revenues comes with our Portfolio Dashboard including insightful "full book" market value allocations, history, and flows analytics plus an advanced search allowing you to quickly locate households and accounts by name, number, market value
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Household and account profiles include market value analytics, detailed open holdings and activity records, and multi-period fee history. Our "show your work" Fee Clarity report explains how each fee was calculated and includes an invoice generator.
Product Description
About this Product
Advisory fee billing solution that streamlines error-prone processes:
- Simplify fees with hierarchical schedules and exclusions
- Leverage auto-billing and reports to eliminate fee leakage
- Use fee clarity reports to better understand fee results
About Silver Wealth Technologies
Silver develops seamless, scalable, and innovative business and technology solutions for advisory and wealth management companies. Our employees apply decades of securities industry and software development experience along with a passion for solving real-world problems. Our strategic partners provide complementary services, software, and market data to enhance and extend our solutions. Our clients trust our deep knowledge of portfolio accounting, brokerage operations, cost basis reporting, and advisory and wealth management services. They value our understanding of their internal processes, systems, and environments. This is why clients choose Silver. Why Silver Solutions are processing tens of millions of investment accounts and more than $1 trillion in assets. And why, after more than 25 years in business, Silver continues to deliver superior value for our clients.
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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.