Advisor Services

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Product Description

About this Product

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AI enhanced research, risk, real-time portfolio construction platform:
  • Portfolio Exposure - Uncover hidden risks and opportunities
  • Strategy Builder - concept-based strategies on any theme 
  • Inference Alerts - Real-time alerts with market anomalies

About Yewno Finance

Yewno combines the power of computational linguistics and artificial intelligence to provide investors tools to get ahead of the market. Yewno’s Knowledge Graph massive amounts of information in real time, uncovering hidden risks and opportunities and revealing exposures to any concept - whether its a company like Amazon, an event like Trade War, or even a social issue like Data Privacy. Yewno's Edge platform is powered by Yewno’s Knowledge Graph, which analyzes diverse and high quality political, academic, and financial information at a speed faster than humanly possible. Yewno has partnered with leading index providers such as Nasdaq and STOXX to produce index strategies and ETFs centered around disruptive technologies. Yewno has offices in California, New York, and in London.

Product Details

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Category

Research & Analytics
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Serving RIAs Since

2017
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Discount for Schwab Clients?

Yes

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.