“As RIAs continue to look for efficiencies in managing both investment portfolios and relationships with their clients, we expanded the breadth of Schwab OpenView Gateway integration to help RIAs enhance additional areas of their practice,” said Hathi. “Building integration with Zywave and MoneyGuidePro and deepening our relationship with Tamarac will help advisors gain efficiencies and deliver a better client experience.”Today, Schwab OpenView Gateway offers integration between Schwab systems and a range of industry leading providers. Schwab Intelligent Technologies has broadened this integration to include multi-custodial views for those advisors who use PortfolioCenter Hosted. Additionally, advisors will soon have the capability within their CRM to initiate move money transactions on Schwab Advisor Center as well as apply changes to the portfolio management data from their CRM.
Schwab Intelligent Technologies Expands Envestnet | Tamarac® Integration, Adds NaviPro™ Planning Suite And MoneyGuidePro™ To Schwab OpenView Gateway™ For RIAs
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