This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
$1 buys you full access to ALL of TheStreet's Subscription Services! Learn More

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

Stocks in this article: SCHW

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.”

2 of 4

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,827.75 +12.81 0.07%
S&P 500 2,072.83 +5.80 0.28%
NASDAQ 4,787.3170 +29.0650 0.61%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs