Charles Schwab

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About Us

A Trusted Technology Leader Dedicated to Serving Independent Investment

Since 1985, Schwab Performance Technologies® has been committed to serving financial professionals like you by providing the technology you need to power—and grow—your business.

More than 3,000 independent financial advisors and investment managers turn to us for powerful portfolio data-management and reporting solutions1. As a subsidiary of The Charles Schwab Corporation, we are part of one of the most trusted companies in the industry, and we harness expertise from across the entire Schwab enterprise to deliver best-in-class service, day in and day out.

Our commitment is to provide you with the tools, resources, and support your business needs to succeed now—and in the future.

Flexible, Proven Technology

With our open-architecture platform, you can efficiently manage client information across multiple custodians and third-party applications.

Count on our solutions—including PortfolioCenter Hosted™, Portfolio Services, and Schwab Advisor Mobile Connect—to meet your business needs now and as your practice evolves.

Innovative Solutions Designed to Grow With You

With technology that adapts to your evolving needs, you can stay ahead in an ever-changing marketplace. That’s why we continuously invest in improvements to our products, using feedback from advisors like you.

Tools and Support to Help You Better Serve Clients

Powerful analysis and support tools can help you make more informed investment decisions for your clients. You can also demonstrate the value your firm provides with flexible, customized reports that provide clients with a clear picture of how their portfolio is performing.

No matter which solution you choose, you’ll receive dedicated support and training from our industry-leading client-service teams.

Find out More

Visit Products & Services for additional information, call our sales team at 800-528-9595, or request more information.

Current Clients

Client News & Resources
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Online Learning & Support
Access best practices, self-paced learning resources, and tools for troubleshooting common issues.

Learn how JJ Burns, CEO of JJ Burns and Company, is taking client reporting to the next level.