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Schwab Intelligent Technologies Expands Envestnet | Tamarac® Integration, Adds NaviPro™ Planning Suite And MoneyGuidePro™ To Schwab OpenView Gateway™ For RIAs

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. New additions to Gateway include Envestnet | Tamarac’s Advisor Rebalancing® application, PIEtech’s MoneyGuidePro, and Zywave’s NaviPro Planning Suite introducing both financial planning as well as trading and rebalancing integration to the program.

“Over the past two years, we have built on the foundation of Schwab Intelligent Integration and now have over 700 RIA firms leveraging the integrations through a range of solutions,” said Neesha Hathi, senior vice president, Advisor Technology Solutions. “Today, in addition to working with existing providers to deepen their integration, we are introducing a new round of capabilities and relationships that deliver a richer and more expansive set of integration options for advisors.”

Expansion of Schwab OpenView Gateway

Schwab OpenView Gateway, the flexible, open-architecture technology platform that enables integration between Schwab systems and those of participating technology providers, is extending its reach to include integration with financial planning and trading and rebalancing providers.

The Gateway program will now include Tamarac’s popular Advisor Rebalancing® application. Advisors will be able to access Schwab’s real-time custody data via the application to make more informed rebalancing and trade execution decisions. Tamarac will also be integrating with Schwab’s new web trading platform to provide advisors with streamlined processing of account-level trades as well as block trades and allocations.

In addition, Schwab Intelligent Technologies is announcing the participation of two technology providers who offer financial planning solutions: PIEtech’s MoneyGuidePro and Zywave’s NaviPro Planning Suite. Initial integrations with Zywave and MoneyGuidePro will be focused on facilitating the seamless integration of client profile and client account information including balances and positions, creating more efficiency for advisors and operational staff.

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