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Product Description
About this Product
P3 brings organizational consulting together with Salesforce.com:
- Implement Salesforce.com
- Get the most out of Salesforce.com
- Integrate Salesforce.com for streamlined workflow
About Platinum Cubed
The partnership between Salesforce, You, and Platinum Cubed results in the realization of your business’s value. P3 brings a blend of business consulting together with Salesforce.com expertise to achieve sustainable outcomes. Need a jump start on your implementation? We have a package for you. Propel - Expedited Time to Value Single business line. Pathfinder- Ensured innovation release schedule Existing Salesforce Organization, Break/Fix, Ongoing Innovation, Industry insight. We are committed to your Salesforce.com success based on our tested variables: Industry Knowledge, prior experience with the level of complexity in your system, leading you through ongoing innovation at just the right speed for you.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (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, or 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 Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co 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 CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.