Advisor Technology solutions

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.

Schwab Announces Roll Out of Schwab OpenView Mobile Enabling RIAs to Quickly Deliver a Branded Mobile Presence for Their Firms

After a successful pilot, Schwab Performance Technologies^® (SPT) announced today the roll out of Schwab OpenView Mobile, a customizable app that RIAs can use to create a turnkey, branded mobile presence for their firms, enabling 24/7 connection with clients. SPT will work with participating firms to create the firm-branded app and each firm will then submit their app to Google Play and iTunes App Stores.

Latest Collaboration Provides Clients with Enhanced Custodial Data Integrations across Solutions