Schwab OpenView Gateway

Connecting more providers and workflows with Schwab

We’re committed to continually expanding our depth and breadth of integration capabilities, adding three vendors to our OpenView Gateway® program that will begin building integration with Schwab.

  • Advyzon – an intuitive, cloud-based platform that includes performance reporting, CRM, planning, client portal, and more.
  • Agreement Express – an onboarding automation platform for wealth management, financial services, and payments.
  • AdvisorEngine – an end-to-end client relationship and digital investment platform.

We’re also piloting a digital account open process for our custodial and third-party integration platforms, starting with Tamarac and Orion. This new workflow lets you initiate the account open process using Schwab Advisor Center® or your third-party systems, prepopulate account applications with existing client information, and send to your client for eApproval. Digital account open will be available in 2019 for Schwab One®, IRA, Schwab Charitable™, and Institutional Intelligent Portfolios® accounts and will continue to expand.

For more information on third-party integration, visit Schwab Intelligent Technologies®.

December (1218-8FPD)

New portfolio management provider and integration with Salesforce

To make it easier for advisors to connect and integrate Schwab custody data with the systems they choose, Schwab Intelligent Technologies® developed more streamlined, flexible ways to use data in the Schwab OpenView Gateway® for Salesforce CRM application.

  • A single view of all account information, accessible whether you’re in the office or on the go
  • Proactive alerts for client information so that you can stay up-to-date and easily initiate related workflows
  • A simplified, customizable dashboard to let you choose the data most important to you
  • Secure, one-click navigation to Schwab Advisor Center® when you need to trade or move money

In addition to these capabilities, Addepar was introduced as the newest integration provider. They provide portfolio management and reporting capabilities to family offices and wealth managers serving high net worth clients with complex needs.

August 2017 (0817-7KZB)

eMoney Integration

Schwab Integlligent Technologies® announces planned integration with eMoney.

Learn More >

March 2017 (0317-VVV0)

New integration with Morningstar Total Rebalancer and Junxure

Schwab Intelligent Technologies® continues to expand integration with third-party providers to drive scale in other important areas of your business—from trading and rebalancing to portfolio management.

The Schwab OpenView Gateway® program introduced new integration with Morningstar’s Total Rebalancer. Now, users can submit trade and allocation files directly into Schwab Advisor Center®.

The program also now offers single sign-on for Junxure Cloud CRM, so users can reach the Schwab Advisor Center Home, Research, and Alert Details pages without reentering their credentials.

Visit the Schwab Intelligent Technologies website to learn more about all of the Schwab OpenView Gateway providers.

If you need help evaluating these or other technologies, Schwab OpenView MarketSquare® provides a consolidated listing of reviews of providers. Recently added categories include Cybersecurity, Compliance, Data Aggregation, Billing, Risk Analysis, and Client Portals.

December 2016 (1216-RCLP)

Schwab OpenView Gateway® adds new leading providers and integrations

Schwab Intelligent Technologies collaborates with leading technology providers like Advent, Salesforce and Tamarac to create secure, real-time integration between Schwab’s platform and their solutions. Recent enhancements include:

  • Integration with Orion Advisor Services and Envestnet Advisor Suites
  • Expanded capabilities with existing providers Junxure, Salentica, Tamarac, and Black Diamond 
  • PortfolioCenter Hosted Integration with MoneyGuide Pro & Advicent Solutions

Visit Schwab Intelligent Technologies website to learn more about all the Schwab OpenView Gateway providers.

June 2016 (0516-G5RJ)

Own Your Tomorrow

For advisor use only. For general educational purposes.

Any investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy, sell, or continue to hold any investment. Screen shots are for illustrative purposes only, may be historical in nature, and should not be used as a basis for any investment decision.

Schwab Advisor Services™ includes the custody, trading and support services of Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC. Schwab Intelligent Technologies® (SIT) and Schwab Performance Technologies® (SPT) provide technology solutions to independent investment advisors, while Schwab provides them and their clients with custody, trading, and related support services. SIT, SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

See the Institutional Intelligent Portfolios™ disclosure brochure for important information.

Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value

Institutional Intelligent Portfolios® (“IIP”) is a technology and service platform made available by Schwab Performance Technologies (“SPT”) to independent investment advisors (“Advisors”) who maintain a business relationship with Schwab Advisor Services™, a division of Charles Schwab & Co., Inc. (“Schwab”). IIP is used by Advisors to provide their clients with an automated investment management service. Schwab, a registered broker-dealer and member SIPC, provides custody, trading and support services. SPT and Schwab are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

Schwab affiliates earn revenue from the underlying assets in Institutional Intelligent Portfolios® accounts. This revenue comes from managing Schwab ETFs™ or Schwab Funds® and providing services relating to certain third-party funds that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution. Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Institutional Intelligent Portfolios account. Clients must be enrolled to receive this service. Cash balances held in the Sweep Program at Schwab Bank are eligible for FDIC insurance up to allowable limits per depositor, per account ownership category.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products, including the Schwab One® brokerage account, are offered by Charles Schwab & Co., Inc., Member SIPC. Deposit and lending products are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.

Schwab OpenView Gateway® and Schwab OpenView MarketSquare® are products of SIT made available exclusively to advisors that custody client assets with Schwab Advisor Services. PortfolioCenter®, PortfolioCenter Hosted™, and Schwab OpenView Integrated Office® are products of SPT.

Participating providers in the Schwab OpenView Gateway are independent companies that are not affiliated with SIT or any of its affiliates. They develop interfaces needed for integration of their applications and tools, which are then subject to validation and pilot before becoming generally available to advisors. Their participation in Schwab OpenView Gateway is not a recommendation or endorsement of, or referral to, the participant by SIT or any of its affiliates. Neither SIT nor any of its affiliates makes any representation or warranty about information furnished by any participating provider. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by them.

Schwab's Portfolio Rebalancer is provided by Advisor Software, Inc. (ASI). ASI is not affiliated with Schwab and is considered a third-party provider under the Schwab Advisor Center® website User Agreement.

Schwab does not provide legal, tax, or compliance advice. Consult professionals in these fields to address your specific circumstance.

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The mention of third-party firms is not, and should not be construed as a recommendation, endorsement, or sponsorship by Schwab. These firms are not affiliated with or an employee of Schwab.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

© 2018 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.  (0417-XD0C)