About Schwab Performance Technologies

Founded in 1985, Schwab Performance Technologies® is the leading provider of portfolio management and accounting solutions to more than 3000 independent financial advisors and investment managers.

For more than 20 years, Schwab Performance Technologies has leveraged technology and deep industry expertise to develop powerful portfolio management solutions to help advisors manage their practice and service their clients.

Our core product, PortfolioCenter®, features a scalable and flexible platform allowing clients to efficiently work with multiple custodians and includes a full range of tools to help advisors:

• Analyze and manage client portfolios
• Make informed investment decisions
• Create professional reports

Schwab Performance Technologies is a subsidiary of The Charles Schwab Corporation and shares a values-driven approach to client service.