About Us

A Trusted Technology Leader Dedicated to Serving Advisors Who Custody With Schwab

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.

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.

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.