Schwab Advisor Services

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.

Innovative high net worth Personal Financial Manager for advisors now reporting on $7 billion, adding $600 million per month

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced today several milestones that represent fast growth and adoption of its industry leading technology.  In only its third year, Wealth Access now reports on $7 billion, adding an additional $600 million per month, up from $250 million per month in 2013.

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.