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Going broad and deep with integration partners

Member for

6 months
A120982
Submitted by john.lee on Mon, 08/27/2018 - 19:55

Transcript

Andrew Salesky, SVP of Digital Advisor Solutions

Many advisors use several third-party technologies. Each is important, but getting them to work together can be challenging, requiring separate operational management, including data re-entry.

Our plan is to be both broad and deep. We’re streamlining our process and adding resources to accelerate the on-boarding of the providers that advisors value most. And of course, security and quality continue to be our ongoing focus and commitment.

We’re also seeking to go deep in our integrations to further optimize operations. We’ll achieve this objective by ensuring capabilities we develop for our proprietary platforms are available to third parties. This approach will enable you to streamline end-to-end workflows like client onboarding. For example, you’ll be able to securely open an account, or change an address, through your CRM.

I hope you share our excitement for this direction. We'll keep you updated through events like IMPACT, webcasts, communications, and more.

We also want to hear from you. I encourage you to share your feedback directly or with your local Schwab team, ensuring we’re providing the technology you need. Thank you for your business and your trust in Schwab.

Schwab Advisor Services™ provides custody and trading, as well as technology and other support services to independent investment advisors. It includes the custody, trading, and related support services of Charles Schwab & Co., Inc. (“Schwab”), a registered broker-dealer and member SIPC. It also includes the technology and related products and services of Schwab Intelligent Technologies (“SIT”) and Schwab Performance Technologies® (“SPT”). Schwab, SIT, and SPT are affiliated as separate subsidiaries of The Charles Schwab Corporation, but their respective products and services are independent of each other. Schwab Advisor Portfolio Connect™ and PortfolioCenter® are products of SPT. Schwab OpenView Gateway® is a service of SIT that facilitates integration of data about accounts custodied at Schwab with third-party technology solutions used by independent investment advisory firms. Schwab Advisor Center® and Schwab Alliance are products of Schwab and are solely offered to advisors who custody with Schwab.

Schwab OpenView Gateway participants, other than SPT, are independent companies that are not affiliated with SIT or any of its affiliates. Their participation is not a recommendation or endorsement of, or referral to, the provider 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 other than SPT. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by them. Participating providers are required to develop the interface needed for integration, which once developed, will be subject to validation and successful pilot before becoming available to advisors. This material is for institutional investor use only. This material may not be forwarded or made available, in whole or in part, to any party that is not an institutional investor. This presentation is for general educational purposes only. ©2018 Charles Schwab & Co., Inc.. All rights reserved. (0818-8F19)

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