Female advisor
Female advisor

Technology insights from advisors

Technology plays a critical role in supporting advisors and their clients, but the road to digital is different for every firm. Explore the videos below to hear how your peers are using technology to automate workflows and drive scale so they can spend more time with clients—wherever they are.

videos

  • Watch video: Driving a digital-first culture

    Matt Reiner, CFA, CFP®, of Capital Investment Advisors, gives his insights on how to lead a digital-first culture at your firm.

  • Watch video: Start clients on a digital path

    Stephanie Barnier, CFP®, Founder and CEO of Clear Sky Wealth, shares why she started her firm with a digital focus and gives tips for digitally onboarding new and current clients.

  • Watch video: Leveraging deep, secure integrations to drive scale and efficiencies

    Denis Belinskiy, Senior Technology Officer of Beacon Trust Company, talks about how his firm leverages third-party integration to create efficiencies and scale.

  • Watch video: Using technology to take on unexpected challenges

    Mike McCann, Founder and President of Perspective Financial Services, shares how investing in technology helps keep his firm running smoothly and focused on client relationships.

  • Watch video: Exploring top tech solutions

    Janelle Ward surveys the vast technology landscape and maps out the latest ways to create efficiency in RIA firms. Coming to Schwab from TD Ameritrade Institutional, Janelle is a managing director and technology consultant. She shares how the tech support for our RIAs rivals the tech support found in other channels.

  • Watch video: Shaping the client's journey with technology

    Pam Evason, Managing Director of Windermere Wealth Advisors, shares how technology is critical to managing her firm's growth and positively shaping her clients' financial journey.

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Schwab Advisor Services™ includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and Member SIPC, and the technology products and services of Performance Technologies, Inc. ("PTI"). Schwab and PTI are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI's integration solutions integrate data about accounts custodied at Schwab.

API integration is available through Schwab OpenView Gateway®, which is provided by PTI. Single sign-on is provided by PTI. Daily data files and trading integration are available through Schwab. Schwab OpenView Gateway and Schwab OpenView MarketSquare® are services of PTI. 

References to third parties (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, an opinion (favorable or unfavorable) or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third-party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Performance Technologies® ("SPT") provides technology solutions to independent investment advisors, while Schwab provides them and their clients with custody, trading, and related support services. Schwab and SPT are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. 

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