Advisor Services

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Investing in advisor technology for the future

Member for

6 months
Submitted by john.lee on Mon, 08/27/2018 - 18:36

It’s an exciting period of growth and change in the industry—learn what Schwab’s doing to evolve our technology platform to meet the broad spectrum of needs across firms.

Overview of our advisor platform strategy

Andrew Salesky

Part 1: Our technology strategy, evolved to reflect the vendor landscape >

Part 2: An industry leading custodial experience >

Part 3: Going broad and deep with integration partners >


Portfolio management solutions

Lauren Wilkinson

Learn more about our capabilities, including Schwab Advisor Portfolio Connect >


Digital Journey: Move Money

Jalina Kerr

Our technology investments put your clients first – a message from Jalina Kerr, SVP of Integrated Solutions, Schwab Advisor Services. >

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. (0818-8KJL)

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