Total AdvisorCloud VDI

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RIA exclusive 100% cloud based Virtual Desktop Infrastructure:

  • Secure access to all tools, applications, and data from any virtually device
  • Expert knowledge - RIA centered help desk and onsite support
  • Regulatory audit support and reporting


ITEGRIA is the Registered Investment Advisor industry's leading virtual desktop provider. Our Total AdvisorCloud VDI offering is a compliant and secure, 100% cloud based infrastructure empowering RIAs with access to all applications from virtually any device. By working exclusively with RIAs, ITEGRIA address the everyday technology challenges that RIAs face and more importantly, becomes a true strategic partner to clients in helping continuously evolve their technology road map.

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Cybersecurity, IT/Infrastructure/Hosting
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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.