We build choice and flexibility into all of our technology. Advisors seeking greater efficiency in their practices can choose the solution that best meets their needs.1 Clients with existing technology can preview how the integration will work in either Salesforce® or Junxure®. For those looking for a bundled solution, take a look at our Schwab OpenView Integrated Office demo.
Our platform facilitates integration between Schwab Advisor Services™ and the technology systems and workflows that advisors rely on—backed by the insight and support you’ve come to depend on from Schwab.
- Flexible, open-architecture platform—choose your technology from a list of participating providers
- High-quality integration, delivering real-time data from Schwab to your CRM
- Sales and support provided directly by your chosen technology providers
- Allows you to get more from your existing technology suite
Brought to you by Schwab Performance Technologies®, this solution bundles the key systems advisor practices need, prepackaged and integrated for ease of use. The offer is designed for advisors building their practice or looking for a simpler hosted solution.
- Integrated suite includes a customized version of Salesforce CRM, PortfolioServices portfolio management, and integration of real-time Schwab custody data
- Unified sales and support experience delivered by Schwab Performance Technologies
- Frees you to focus on your clients and your business
1 The Schwab OpenView Gateway is a product of Schwab Intelligent Technologies ("SIT"). Schwab OpenView Integrated Office is a product of Schwab Performance Technologies ("SPT"). Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. SIT and SPC provide technology solutions to independent investment advisors, while CS&Co provides them and their clients with custody, trading, and related support services. SIT, SPT and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other. SIT and SPT's intelligent integration solutions integrate data about accounts custodied at CS&Co.
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.
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