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Product Description
About this Product
Digital assistants and Workflows to:
- Enable advisors to focus on working with clients
- Reduce administrative errors
- Future proof your firm no matter the tech-stack
About Valenta
Valenta is a global leader in business automation, operating in 17+ countries to help practices scale through intelligent automation. We specialize in deploying AI Agents designed to handle your most time-consuming manual processes. These digital workers execute tasks like data entry, scheduling, and client onboarding with accuracy, 24/7.
While competitors stay bogged down by administrative friction, Valenta brings Fortune 500-level AI to small and medium-sized enterprises. Our mission is to save you time and money by replacing "drudge work" with high-speed digital workflows. We offer the expertise lift the operational burden off your team and reclaim the favorite parts of your business.
Product Details
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
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® is a service 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.