The right technology can fundamentally transform an advisor's business. Schwab Intelligent Technologies™ understands what advisors need—technologies that work for them and work together. That's why we're breaking new ground, collaborating with leading1 technology providers to create a unified framework for integrating different technologies and workflows in an RIA office.
The result is an integrated solution driven by four guiding principles that keep it focused on what matters to advisors:
- A CRM-centric approach designed around the way you serve clients
- Intelligent integration between software systems to better leverage your technology investment
- Flexible, open-architecture solutions that allow you to choose the right configuration to meet your needs
- Guidance and support from Schwab to help you get more from technology investments
Solutions leveraging Schwab OpenView Gateway™ are now available. Review the information for each provider or contact your Schwab Relationship Manager to learn more.
1 Based on responses to a survey conducted by Schwab among 1,643 advisors in April 2010.
Participating providers (except SPT) are independent companies that are not affiliated with SIT, Schwab, or any of their affiliates. Participation is not a recommendation or endorsement of, or referral to, the participant by SIT, Schwab, or any of their affiliates. Provider information is supplied by Gateway participants. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by Gateway participants.
(0312-2050)
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