Benefit from a flexible platform
Technology should adapt to you, not the other way around. That’s why our technology is designed with flexibility to fit the way you work.
We’re committed to:
- Multiple ways to use our applications and platform, depending on your preference
- The ability to help you adapt technology to your specific needs
- Interoperability and an avoidance of proprietary solutions
- Open data sharing
- Elimination of re-keying of information across multiple systems
Access to third-party platforms
We work with more third-party platforms than any other custodian, supporting multiple interfaces that create an open architecture for our clients. This approach provides you with:
- Streamlined portfolio updating, because we exchange data with 20 different trading interfaces, including Advent, Bloomberg, Charles River and MacGregor
- Better portfolio accounting, through our interface with software packages from 33 different providers, including Advent, Sungard and Morningstar
- Efficient trading, since Schwab Performance Technologies (SPT) interfaces with our Web trading platform as well as 53 different third-party platforms, including Fidelity, TD Ameritrade and Pershing
- Customized, Web-based back-office outsourcing services including portfolio data management and performance reporting
- Your choice of reporting platforms with optional features such as advisor branding, portfolio composition charting and cost basis accounting method preferences
- Multiple reporting platforms that consolidate information from various third parties into one statement
Access to a wide selection of investment products
In addition to securities, you have access to a range of investment strategies, product types and services, fully integrated to provide access to all the accounts you manage through a single online channel.
(0808-0773)
