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  • Determines suitability based on investor’s risk appetite and risk capacity
  • Adjusts risk as client’s life circumstances change over time
  • Provides year-by-year projection of planned asset allocation

About Northfield Information Services, Inc

Northfield is a leading portfolio analytics provider known for its research based applications and industry wide thought leadership. Founded in 1985, we provide our risk forecasting services to over 200 institutional manager, wealth manager and asset owner clients world-wide with offices in Boston, London and Sydney. OUR COMPETITIVE ADVANTAGES are Modeling of each instrument and portfolio position in a bottom-up, granular fashion with coverage for everything everywhere. Our risk factor models span financial markets in an economic, intuitive, and statistically robust way. Time Horizon Risk Awareness is considered for Short Horizon (solvency, compliance) - daily estimated short horizon models, incorporating textual news feeds processed with AI to convert into risk scores. Midterm Horizon (portfolio decisions) - models at the forefront of risk technology, optimization, and performance measurement. Long Horizon (asset allocation, actuarial) - multi-period impact on performance of assets and considering interim drawdowns due to liabilities

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Financial Planning
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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.