Brian Shenson

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.

RIAs Can Save Time by Sending Trades Directly to Schwab Advisor Center® from Advisor® Xi with a Single Click

Envestnet | Tamarac^™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors, announces streamlined trade processing as part of its ongoing integration efforts with Schwab OpenView Gateway^™. Trades can now be sent directly from Tamarac's Advisor^® Xi platform to Schwab Advisor Center^®. This new integration, currently in pilot, will be rolled out to mutual advisor clients over the next few weeks of this quarter.

Salentica, a participating provider with Schwab Intelligent Technologies™, is pleased to announce Version 3 release of our Schwab OpenView Gateway™ integration. This release provides several new features including new data views for Cost Basis, Realized and Unrealized Gains/Losses and Tax Lot information.