Schwab

Data Service to Help Independent Financial Advisors and Investment Managers More Intelligently Aggregate Held-Away Accounts

Quovo, the leading financial data science company that addresses the needs of the wealth management industry, today announced that they have become a Schwab Performance Technologies®' (SPT) third-party data aggregation provider.

Salentica CRM provides actionable custody account data through the Schwab OpenView Gateway^® to improve client service, operations and compliance - a significant efficiency optimizer for RIAs.

Salentica, a market leader in providing integrated Client Relationship Management (CRM) and Document Management solutions for wealth managers, is pleased to announce the integration of Gateway Data Delivery through the Schwab OpenView Gateway^® providing actionable Schwab  custody account data in Salentica CRM.

Number of RIA firms using Schwab OpenView Gateway jumps 83% year-over-year

Schwab Intelligent Technologies announced today that Orion Advisor Services, LLC., a premier portfolio accounting service provider, and Redtail Technology, a leader in web-based client relationship management (CRM) solutions, will participate in Schwab OpenView Gateway, the flexible, open-architecture technology platform that enables integration between Charles Schwab custody systems and those of participating technology providers supporting independent registered investment advisors.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Technology Solutions Providers to Reveal Latest and Greatest Innovations at “Granddaddy” Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker are encouraging financial advisors nationwide to attend the tenth annual T3 Technology Conference for financial advisory firms of all sizes. The conference, which is being held at the Hilton Anatole in Dallas, February 12-14, 2015, is designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions.

More than half of independent registered investment advisor (RIA) (53%) staff view technology as a front office function – a key strategy for delivering a high-quality client experience, while building scale and differentiation for the firm – according to results of a survey of registrants at Schwab Advisor Services’ SOLUTIONS® workshops this past summer. In the survey, representing responses from more than 1,000 RIA firm staff, Schwab sought perspective on the changing role of technology in the advisor business and the related impacts on the client experience.

Latest Collaboration Provides Clients with Enhanced Custodial Data Integrations across Solutions 

During its annual EXPLORE event last week, Charles Schwab CEO Walt Bettinger and head of Schwab Advisor Services Bernie Clark commended independent registered investment advisors (RIAs) for their thriving business mod

Schwab Intelligent Technologies™ announced today new participants in Schwab OpenView Gateway™ along with enhancements to the Schwab Advisor Services proprietary web trading platform to increase the depth and breadth of Schwab’s technology offerings for advisors and better facilitate day-to-day business activities with both Schwab and their clients.