Advisor Services

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The Power of Flexible, Integrated Technology

Member for

1 year 5 months
Submitted by Brian.Lavelle on Thu, 11/09/2017 - 13:12

Technology should help you run your business the way you want. We understand that technology is not a one-size-fits-all proposition, and that's why we've designed flexible, open-architecture solutions that integrate with leading third-party providers.

You have the power to choose the solutions that are right for your business. Whatever your choice, you'll get a powerful, intuitive system that allows you to improve efficiency and enhance client service, all guided by outstanding service and support.

Our intelligent integration solutions allow you to seamlessly connect technology, data, and workflows in a way that makes sense for your business. Our technology integrates with numerous third-party platforms, so it works for you—and works together—whether components come from a Schwab affiliate or another provider.

Customizing—and Connecting—Technology

Connect your existing technology with Schwab OpenView Gateway™. This platform facilitates integration between Schwab Advisor Services® and the technology systems and workflows that you rely on—backed by the insight and support you’ve come to expect. OpenView Gateway helps you get more from your existing technology through:

  • Flexible, open-architecture platform—choose your technology from a list of participating providers
  • High-quality integration, delivering real-time data from Schwab Advisor Center™ to your CRM
  • Sales and support provided directly by your chosen technology providers

Flexible, Seamless Third-Party Integration

We provide connectivity to popular third-party trading and rebalancing applications, supporting your workflows and facilitating straight-through processing.

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