SIT / Providers

We're committed to offering better integration of systems across your whole office. To deliver on this commitment, we're selecting technology providers that can help you both manage your business more efficiently and deliver exceptional client service. By combining your feedback with our technology expertise, we have selected leading software providers to participate in Schwab Intelligent Integration. Additional vendors will be added over time in categories such as portfolio management, trading and rebalancing, and financial planning.

To learn more about participating providers, please review the details below.

Participants	Description	Status
	Leading provider of CRM and practice management solutions One of the CRM solutions most widely used by advisors who custody with Schwab Integrates with many major portfolio management, reporting and back-office solutions including PortfolioCenter® Junxure™ 9 for Schwab OpenView Gateway offers: Secure, real-time access to account-level data from Schwab Advisor Center™, including client profile details, balances, transactions, and alerts Rich filters and sort capabilities for all Schwab custody data Out-of-the-box compatibility—no need to download an application Easy setup for existing users, leveraging portfolio management account data in Junxure Visit Website View Demo Learn More and See Demo	Available
	One of the world’s largest software companies Offers tight connectivity to the widely used Microsoft Office platform Leverages the familiar Microsoft Outlook user interface	Confirmed Participant
	Leading provider of innovative CRM and Client Reporting Solutions Deep domain expertise with over 20 years/80 clients Microsoft® Gold CRM competency	Confirmed Participant
	Industry leader in CRM for wealth managers Enterprise cloud computing leader Easy to use—customize with clicks, not code; no hardware or software to install or maintain Schwab OpenView Gateway for Salesforce® delivers: Secure, real-time access to account level data from Schwab Advisor Center™ including client profile details, balances, transactions and alerts Quick start feature delivers a full list of account and rich account level data without additional data mapping Advanced users can enrich existing household or account information with Schwab custody data Visit Website View Demo Learn More and See Demo	Available

Participants	Description	Status
	Work with a best-in-class, cloud-based CRM optimized for RIAs Directly contact your service team safely and securely with a dedicated service portal built right into your CRM	Available
	Rely on high-quality, robust, outsourced portfolio accounting and performance reporting Take advantage of deep industry experience and unsurpassed data integrity Visit Website View Demo	Available
	Get instant access to Schwab custody data, including real-time balances, positions, balances, and transactions Count on robust and secure data administration and controls to prevent unauthorized data access or storage either locally or in the cloud	Available

¹ Based on responses to a survey conducted by Schwab among 1,643 advisors in April 2010.

² SIT is in discussions with independent software vendors (ISVs) that have developed solutions based on the Microsoft Dynamics technology platform. While we're in discussions with individual ISVs toward their participation as providers in Schwab OpenView Gateway, there can be no assurance that agreements will be reached.

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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