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Products & Services

Solutions That Help You Run Your Business Your Way

Find the Right Solution for Your Business

No two advisor firms are alike. That's why you'll find distinct offerings from Schwab Performance Technologies® (SPT) that fit your business needs.

  • PortfolioCenter Hosted™—Perform critical tasks with a robust suite of tools. Take care of portfolio accounting, create reports, and consolidate key investment information—all while managing your data. PortfolioCenter is available as a secure online solution hosted by SPT or as a desktop software application installed at your firm.
  • PortfolioServices—Outsourced, full-service portfolio data-management and performance reporting, hosted by SPT.
  • Schwab Advisor Mobile Connect—Give your clients access to a custom app that delivers your firm’s branding and up-to-date Schwab custody information to their favorite mobile devices. Your firm can quickly and easily provide anytime, anywhere access to your clients through the major app marketplaces at a fraction of the cost you might expect.

Elevate Your Brand and Strengthen Client Relationships

Regardless of which SPT solution you choose, our powerful and reliable portfolio reporting capabilities enable you to deliver clear and compelling multicustodial reports to your clients while also analyzing key information that can help fuel your business.

In addition, our dynamic range of customizable, easy-to-read portfolio reports showcases your firm’s distinct brand and helps clients better understand and appreciate how you’re managing their investments—all while reinforcing the value of your offer.

  • Portfolio Reporting—With PortfolioCenter Hosted you'll have access to a wide range of dynamic reporting capability with an intuitive, easy-to-understand format that helps you connect with your clients and improve your business operations.

Count on Exceptional Service and Support

No matter which Schwab solution you choose, you'll have the full support of a dedicated team of experts who understand your business, as well as access to a broad range of resources and tools.

  • Training and Consulting—From hands-on training classes to onsite consulting, you can tap into a range of training and consulting services from SPT. Our technology experts help you maximize your technology investment to improve your firm's efficiency and productivity.
  • Learning and Support—Get product support whenever you need it with online instructional resources, best practices, and troubleshooting tools.
  • Third-Party Providers—Leverage valuable services offered through third-party service bureaus, technology providers, data services, and custom service providers.

Integrate Your Technology

Discover what Schwab Intelligent Technologies™ is doing to help integrate RIA technologies.

  • Integration Solutions
  • Workflow Library
  • CRM Education

Learn More

See how our portfolio-management solutions can set your firm up for success— Download our brochure.

Get a closer look at how you can connect with your clients through Schwab Advisor Mobile Connect (formerly Schwab OpenView Mobile).

Introduction to Schwab Advisor Mobile Connect

Contact Us

Interested in learning more? Call our sales team at 800-528-9595 or request more information.