In development: Schwab Advisor Portfolio Connect™
A new approach to portfolio management
Launch the interactive demo below to learn more.
Technology and workflows designed for the way you work best
Schwab Advisor Portfolio Connect will be a multi-custodial solution—optimized for accounts custodied at Schwab—that will provide you with:
- A direct connection to accurate, trusted portfolio data that will dramatically reduce back office operations by eliminating manual processes you use today
- Easy-to-explore dashboards that offer dynamic views across all your portfolios, making them easy to analyze and uncover insights
- Enhanced client presentation capabilities to drive deeper conversations during in person meetings
- One-step publishing to PocketFolio™ to instantly share reports with clients through a web and mobile portal, instead of preparing and mailing paper statements
- Business-level dashboards to help you analyze activities and flows and make more informed decisions
- A cloud-based solution that provides on-demand access and enhanced security
- Account management tools to help you organize and customize accounts and securities
- Billing and revenue management tools to simplify fee calculations and invoicing
We are currently testing the application with client firms using their data. Their input is helping to ensure that when we deliver this solution, it will meet your needs both today and in the years to come. For more information on availability, or to let us know you are interested in testing, please contact your Schwab Performance Technologies representative.
Want to know more about Schwab Advisor Portfolio Connect™? Call our sales team at 800-528-9595 or request more information.
Get a 2-minute video overview