Every advisor firm has its own set of procedures for executing tasks, managing portfolios, and interacting with clients. The goal is to leverage best practices to consistently deliver value to clients.
Schwab Intelligent Technologies™ gives you out-of-the-box, comprehensive workflows to help you improve your clients' experience.1 Our packaged workflows offer a front-to-back office view of the key tasks in your firm and help increase efficiency because they are tailored for the systems used by advisors who custody with Schwab.
The Schwab OpenView Workflow Library™ provides instant access to industry best practices and resources to make it easy for you to update your existing workflows or implement new ones using your CRM system.
The library contains a variety of resources including:
- Process diagrams and checklists—View the best-practice workflows for key practice management functions.
- CRM configuration instructions—Enter predefined workflows in your CRM.
- Tools and resources—Client communications templates that you can make your own.
1 The Schwab OpenView Workflow Library™ is a product of Schwab Intelligent Technologies™ ("SIT") made available exclusively to advisors that custody client assets with Schwab Advisor Services. 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 provides technology solutions to independent investment advisors, while CS&Co provides them and their clients with custody, trading and related support services. SIT and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. Schwab Advisor Center™ is a website of CS&Co for the exclusive use of its independent investment advisor clients. Independent investment advisors are not owned by, affiliated with or supervised by Charles Schwab & Co., Inc.
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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