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TheStreet Open House

Schwab Advisor Services Unveils Latest Technology Initiatives To Support RIA Growth And Client Service Needs

Schwab Advisor Services announced the launch of several key initiatives that fuel the continued evolution of technology from underlying infrastructure in an independent registered investment advisor (RIA) firm to a central role in the support of client relationships and firm growth. The new offerings include Schwab OpenView Mobile TM, an advisor-branded app for RIAs, the pilot of electronic approvals for forms and wires, and plans for Project PM 2, a next generation approach to portfolio management.

“Technology is foundational in helping advisors meet their clients’ expectations for ‘anytime, anywhere’ service,” said Neesha Hathi, senior vice president, Advisor Technology Solutions, Schwab Advisor Services. “Schwab is introducing capabilities that allow advisors to reinvent their model in a way that enhances the client experience, reinforces their differentiation and helps them scale their businesses. Whether it is reducing paperwork and streamlining processes through mobile authorizations, providing real-time access through their own mobile app or bringing more insights to advisors through data integration, Schwab is focused on helping advisors leverage technology strategically in their business to maximize impact.”

Schwab OpenView Mobile: Extending the RIA’s brand into mobile devices

Recognizing that clients are increasingly using mobile devices, combined with the desire of many advisors to elevate their own firm’s brand, Schwab Performance Technologies ® announced a customizable app that RIAs can use to create a turnkey, branded mobile presence enabling 24/7 connection with clients. Schwab OpenView Mobile, with apps for both the Google Play and iTunes App Stores, is in pilot now and is targeting general availability in early 2014.

Electronic Authorizations for Forms and Wires: Rapid, transparent and paperless service experience

First announced at IMPACT 2012, Schwab is now piloting its new electronic authorizations for forms and wires with a select group of clients. Electronic authorization for forms and wires allow electronic signatures and authorizations in two key areas – account paperwork and transaction authorization – significantly reducing processing time, eliminating paper and increasing efficiency. The new capabilities are deeply integrated with current RIA and client workflows as well as tools including Schwab Advisor Center ®, Schwab Alliance and Schwab Mobile.

“Electronic authorizations will save advisors significant time, enhance the experience for their clients, and help them maintain the safety and security of client information,” Hathi noted.

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