After a successful pilot, Schwab Performance Technologies ® (SPT) announced today the roll out of Schwab OpenView Mobile, a customizable app that RIAs can use to create a turnkey, branded mobile presence for their firms, enabling 24/7 connection with clients. SPT will work with participating firms to create the firm-branded app and each firm will then submit their app to Google Play and iTunes App Stores.
“The creation of a branded app for our firm provides us with a tremendous opportunity to connect with clients through their mobile devices, a channel where we know clients are spending an increasing amount of time and expect to be able to find information quickly and easily,” said Mark Balasa, Co-CEO and CIO at wealth management firm Balasa, Dinverno and Foltz, LLC. “With the touch of a button, the app enables us to make another connection with our clients strengthening our service with them, without over-extending our client-facing people to do so.”“The app is another way Schwab and SPT help advisors remain competitive by using technology to support the client experience,” added Hathi. “This new app is available to advisors at a fraction of the cost it would take for them to build one on their own.” About Schwab At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube, LinkedIn and our Schwab Talk blog. Disclosures Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.schwab.com and www.aboutschwab.com. Schwab Performance Technologies (SPT) provides technology and related products. Charles Schwab & Co., Inc. (Schwab) and SPT are affiliated as separate subsidiaries of The Charles Schwab Corporation, but their respective products and services are independent of each other.