The Power of Flexible, Integrated Technology
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.
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.
Select from a range of robust portfolio management options. You can quickly and easily view, track, assess, and respond to client account inquiries, freeing up more time and resources to help grow your business.
Versatile, Efficient Management Solutions
Access consolidated, multi-custodial views of your clients' total financial assets when and where you want—in a way that fits your business.
Through our affiliate Schwab Performance Technologies®, you can find the right portfolio management and reporting solution for your firm. Options include:
- PortfolioCenter® gives you complete control over how you manage your back office through data management and performance reporting. PortfolioCenter can be run in-house or outsourced to Schwab Performance