Schwab OpenView Gateway

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.