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Proven Technology, Deep Expertise, Dedicated Service.

The right technology can put you ahead of the curve—and the competition. Whether you're building your advisory practice from the ground up or looking for ways to advance an established firm, turn to Schwab Performance Technologies® for the technology and support you need to power your business.

For nearly 30 years, we have been working with—and listening to—independent advisors and investment managers like you. Our experience, expertise, and understanding of your specific business needs go into every portfolio data-management and reporting solution we offer.

The Right Technology for Your Firm

Get the flexibility to choose the right technology for your business while freeing up time to focus on building your practice. We offer innovative products and services that can help you run your business more efficiently, make more informed decisions, and better serve your clients.
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Technology That Works for You—and Works Together

Reduce time-consuming data-entry tasks with an open-architecture platform that integrates with leading third-party solutions.
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Latest Corporate Actions

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News & Events

Envestnet | Tamarac has agreed to acquire PortfolioCenter products. Read the press release and frequently asked questions

Find out more about Schwab Advisor Portfolio Connect, a new simplified approach to portfolio management.

Download PortfolioCenter 5.16 today to take advantage of new features and enhancements. Review the release notes for the newest version of PortfolioCenter.

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
Get product upgrades, presentation templates, information to handle corporate actions, and more.

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.