An outsourced solution that frees you to focus on clients
PortfolioServices is a web-based portfolio management and performance reporting solution that is managed for you by a dedicated service team at Schwab Performance Technologies.
With PortfolioServices you can see a complete picture of your clients' investments at a glance, no matter where they are custodied. By leveraging both our technology platform and our expertise, you can streamline portfolio management and reporting tasks and significantly reduce the time, money and resources you spend on back-office functions.
PortfolioServices frees you from portfolio management tasks, so you can focus on serving your clients and running your business effectively.
You can outsource your back-office tasks to PortfolioServices without giving up control. You'll always have final approval on the reports we produce for you to deliver to your clients. And your firm's data is safeguarded in a secure environment, accessible online only by authorized users in your firm.
- An outsourced web solution with nothing to install or maintain
- Data management, including updating portfolio data from thousands of custodians, broker/dealers banks, trusts, and other financial institutions every day
- Access to all client information anytime via our secure, easy-to-use web interface, including a consolidated view of financial assets at the account and household level, as well as a view of data across your entire firm
- A variety of client reporting and billing packages produced by our team and sent to you electronically each quarter for review—simply sign off on the reports and deliver them to your clients
- Industry-leading support and service from experts who work closely with you to get you set up and trained quickly and an experienced, dedicated service team that becomes a true partner in your business