Our Commitment Solutions for where you are now, and where you want to go

Flexible, proven technology designed to grow with you

You may be a firm of one. Or hundreds. But one thing is certain: It's far easier to manage your clients' data, run your back office and serve your clients when you have a reliable portfolio management solution.

That's where we come in. Over the last 20 years, Schwab Performance Technologies® (SPT) has been developing our portfolio data management and reporting technology and building one of the most seasoned teams in the business. Today, our solutions provide the data management backbone for over 3,000 independent financial advisors.

Whether you want to manage your firm's system in-house or let us manage it for you, our solution works with your current infrastructure, addresses today's challenges and is poised to meet tomorrow's goals.

Innovative solutions designed to adapt to your needs

We know that technology is constantly evolving. So we continue to invest in enhancements to our technology platform to keep up with the needs of advisors. Enhancements are driven by:

• The feedback we solicit and receive from clients
• Changing conditions in the financial markets
• Emerging trends and technologies that influence advisors' needs
• The need to better integrate with other institutions and service providers

Freedom to work with whomever you choose

With an SPT solution, your business gets the benefit of a multicustodial solution that can import data from the institutions at which your clients' assets are held. As a result, you can easily view and manage all your clients' financial holdings using a single source of information.

Tools to help you serve and communicate with clients

Powerful analysis and decision support tools help you make informed investment decisions for your clients. Flexible, customized reports demonstrate the value your firm provides and help clients understand how their investments are performing. Customized billing features adapt to your clients' preferences.

Dedicated support and training

Whether you choose PortfolioCenter®, our desktop software, or prefer an outsourced solution through PortfolioServices™, you can count on receiving dedicated support and training from some of the most experienced professionals in the industry.