Advisor Services

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Product Description

About this Product

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Client billing solution with Invoice, Custodial Exports & fee Sharing:
  • Compute billing, revenue sharing, professional invoices
  • Send fee data to Custodians and systems like Quickbooks 
  • Flexible fees schedules & 15 calculation strategies 

About Arcons Technology, Inc.

Founded 20 years ago by veteran industry professionals, Arcons Technology is transforming the client/advisor Portal, billing, trading and reporting functions for wealth management firms. Our team pioneered some of the industry’s core technologies and is now extending those capabilities to maximize advisors’ technology investments. Based on the success of the Arcons Technology platform, we serve over 100 organizations representing over $130 billion in assets, including some of the industry’s largest and best-known firms. Our agile culture enables us to be able to provide a cost advantage in providing the industry’s leading technologies, a fast turnaround for custom projects and an emphasis on client service.

Product Details

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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.