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

Project PM 2 : Next generation portfolio management

As one of the largest providers of portfolio management software to RIAs, Schwab Performance Technologies announced plans to develop a next generation portfolio management system called Project PM 2.

“The portfolio management process itself is not as valuable as the outcome of the process: the information that is shared, conversations and trust that are built between the advisor and the client,” said Hathi. “We have a new vision for portfolio management that will access custodial data directly, create dashboards, reports and presentations rapidly, enabling an advisor to easily uncover insights, and through one-step publishing, let the advisor share information with clients directly anytime, anywhere.”

Schwab Intelligent Integration

Schwab continues to expand on its mission to help advisors get the most out of their technology solutions. Recognizing the growing importance of financial planning capabilities for today’s advisors, Schwab Performance Technologies is announcing today the expansion of its relationship with PIEtech to integrate the popular MoneyGuide Pro financial planning solution into the Schwab OpenView Integrated Office™ platform.

Schwab Intelligent Technologies™ continues to expand Schwab OpenView MarketSquare, the review site that compiles feedback and ratings from RIAs on some of the leading technology vendors and products in the industry. Twenty-five of the nearly 70 MarketSquare technology vendors will be participating at IMPACT this year with 14 of those featured in kiosks on the show floor.

“Technology is mission critical to the advisor’s business,” said Brian Shenson, vice president, Advisor Technology Solutions, Schwab Advisor Services. “Through Schwab Intelligent Integration we have been making big strides towards enabling advisors to navigate their technology choices in this expanding ecosystem, and then actively integrate their technology investments into day-to-day workflows in order to demonstrably scale and grow their business and better serve clients.”

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