|By Business Wire||
|November 13, 2012 06:00 PM EST||
In order to help independent investment advisors make more informed decisions when evaluating technology products and vendors, Schwab Intelligent Technologies announced at IMPACT® 2012 that it will launch a review site featuring ratings and advisor feedback on popular providers. An extension of the Schwab Intelligent Integration initiative, the goal for Schwab OpenView MarketSquare (MarketSquare) is to provide advisors with guidance and support on what Schwab’s 2012 RIA Benchmarking Study found was a top challenge for many firms – selecting the right technology solution to meet a particular need.
Neesha Hathi, senior vice president of technology solutions for Schwab Advisor Services (Photo: Business Wire)
“This industry has grown by leaps and bounds over the past 5 or 10 years, which means that there are more providers and more resources than ever dedicated to serving independent investment advisors,” said Neesha Hathi, senior vice president of technology solutions for Schwab Advisor Services. “But with this proliferation of providers comes the challenge of navigating the marketplace to find the right solutions for each particular firm’s needs. We are creating MarketSquare as a way to provide our clients with feedback on the vendors they are considering, based on the opinions of their peers.”
Schwab Intelligent Technologies is currently accepting technology vendor reviews through its web site. The reviews will be gathered by Schwab Intelligent Technologies with plans to begin posting reviews in the first quarter of 2013. Reviews can be submitted and accessed by any advisor who custodies assets with Schwab Advisor Services.
Advisors attending IMPACT® 2012 are welcome to come to the Schwab Center to get more information on submitting reviews to MarketSquare.
Other elements of Schwab Intelligent Integration on display at IMPACT 2012
In other Schwab Intelligent Integration news, integration with Tamarac, a division of Envestnet, Inc. is now available. The integration allows for real-time custody data from Schwab Advisor Services to be available within the Tamarac Advisor® Xi web-based platforms Advisor CRM® and Advisor View®. Representatives from Tamarac are at IMPACT 2012 and will be providing demonstrations of the new integration for those advisors who are interested.
Other Schwab Intelligent Integration participants providing demonstrations at IMPACT 2012 are Advent, Black Diamond, Junxure, Salentica, salesforce.com, and Schwab Performance Technologies.
Schwab Intelligent Technologies also announced today that five Microsoft workflows are now available for download from the Schwab OpenView Workflow Library™. Advisors can also access the current library of 28 universal workflows. Workflows are free to download for advisors who custody assets with Schwab Advisor Services.
About Schwab Intelligent Integration
Schwab Intelligent Integration is a multi-year initiative designed to increase integration between disparate systems and workflows in advisors’ offices. Schwab OpenView Integrated Office™ is a product of Schwab Performance Technologies® and includes integration with Salesforce CRM. Schwab OpenView Gateway™ and the Schwab OpenView Workflow Library™ are products of Schwab Intelligent Technologies™. Participating providers in Schwab OpenView Gateway are Junxure, Salentica, salesforce.com, Schwab Performance Technologies, and Tamarac. More information about Schwab Intelligent Integration is available at www.schwabintelligenttechnologies.com.
About Charles Schwab
The Charles Schwab Corporation (“Charles Schwab”) (NYSE:SCHW) is a leading provider of financial services, with more than 300 offices and 8.7 million active brokerage accounts, 1.5 million corporate retirement plan participants, 844,000 banking accounts, and $1.89 trillion in client assets as of September 30, 2012. The company was ranked ‘Highest in Investor Satisfaction with Self-Directed Services’ in the 2012 US Self-Directed Investor Satisfaction StudySM from J.D. Power and Associates. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”)(member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides trust and custody services, banking and lending services and products. More information is available at www.schwab.com and www.aboutschwab.com.
Follow us on Twitter: @Schwab4RIAs
Read our corporate blog: SchwabTalk
Schwab Advisor Services serves independent investment advisory firms and includes the custody, trading and support services of Charles Schwab & Co., Inc., a registered broker-dealer and member SIPC. Independent investment advisors are not owned by, affiliated with or supervised by Charles Schwab & Co., Inc.
Schwab Intelligent Integration ("SII") is an integrated technology strategy. Solutions leveraging SII are offered by Performance Technologies, Inc., (“PTI”) a subsidiary of The Charles Schwab Corporation and an affiliate of Schwab or by participating providers in the Schwab OpenView Gateway program.
Neesha Hathi is an officer of Schwab Intelligent Technologies and Charles Schwab Advisor Services.
Schwab Intelligent Technologies (SIT), Schwab Performance Technologies (SPT) and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other. SIT and SPT’s intelligent integration solutions integrate data about accounts custodied at CS&Co.
Participating providers in the Schwab OpenView Gateway are independent companies that are not affiliated with SIT or any of its affiliates. They develop interfaces needed for integration of their applications and tools, which are then subject to validation and pilot before becoming generally available to advisors. Their participation in Schwab OpenView Gateway is not a recommendation or endorsement of, or referral to, the participant by SIT or any of its affiliates. Neither SIT nor any of its affiliates makes any representation or warranty about information furnished by any participating provider. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by them.
The 2012 RIA Benchmarking Study (Study) from Schwab comprises self-reported data from 1025 advisory firms that custody their assets with Schwab. All data is self-reported by Study participants and is not verified or validated. Each participating advisory firm submitted only one set of responses. The 2012 Study was fielded February and March, 2012.
In the next five to ten years, millions, if not billions of things will become smarter. This smartness goes beyond connected things in our homes like the fridge, thermostat and fancy lighting, and into heavily regulated industries including aerospace, pharmaceutical/medical devices and energy. “Smartness” will embed itself within individual products that are part of our daily lives. We will engage with smart products - learning from them, informing them, and communicating with them. Smart produc...
Oct. 24, 2016 05:45 PM EDT Reads: 1,491
SYS-CON Events announced today that 910Telecom will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Housed in the classic Denver Gas & Electric Building, 910 15th St., 910Telecom is a carrier-neutral telecom hotel located in the heart of Denver. Adjacent to CenturyLink, AT&T, and Denver Main, 910Telecom offers connectivity to all major carriers, Internet service providers, Internet backbones and ...
Oct. 24, 2016 05:00 PM EDT Reads: 3,623
SYS-CON Events announced today that Coalfire will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Coalfire is the trusted leader in cybersecurity risk management and compliance services. Coalfire integrates advisory and technical assessments and recommendations to the corporate directors, executives, boards, and IT organizations for global brands and organizations in the technology, cloud, health...
Oct. 24, 2016 04:45 PM EDT Reads: 1,564
SYS-CON Events announced today that Transparent Cloud Computing (T-Cloud) Consortium will exhibit at the 19th International Cloud Expo®, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. The Transparent Cloud Computing Consortium (T-Cloud Consortium) will conduct research activities into changes in the computing model as a result of collaboration between "device" and "cloud" and the creation of new value and markets through organic data proces...
Oct. 24, 2016 04:30 PM EDT Reads: 1,362
WebRTC defines no default signaling protocol, causing fragmentation between WebRTC silos. SIP and XMPP provide possibilities, but come with considerable complexity and are not designed for use in a web environment. In his session at @ThingsExpo, Matthew Hodgson, technical co-founder of the Matrix.org, discussed how Matrix is a new non-profit Open Source Project that defines both a new HTTP-based standard for VoIP & IM signaling and provides reference implementations.
Oct. 24, 2016 04:15 PM EDT Reads: 2,746
The Internet of Things (IoT), in all its myriad manifestations, has great potential. Much of that potential comes from the evolving data management and analytic (DMA) technologies and processes that allow us to gain insight from all of the IoT data that can be generated and gathered. This potential may never be met as those data sets are tied to specific industry verticals and single markets, with no clear way to use IoT data and sensor analytics to fulfill the hype being given the IoT today.
Oct. 24, 2016 04:15 PM EDT Reads: 2,596
In his general session at 18th Cloud Expo, Lee Atchison, Principal Cloud Architect and Advocate at New Relic, discussed cloud as a ‘better data center’ and how it adds new capacity (faster) and improves application availability (redundancy). The cloud is a ‘Dynamic Tool for Dynamic Apps’ and resource allocation is an integral part of your application architecture, so use only the resources you need and allocate /de-allocate resources on the fly.
Oct. 24, 2016 04:00 PM EDT Reads: 3,718
We're entering the post-smartphone era, where wearable gadgets from watches and fitness bands to glasses and health aids will power the next technological revolution. With mass adoption of wearable devices comes a new data ecosystem that must be protected. Wearables open new pathways that facilitate the tracking, sharing and storing of consumers’ personal health, location and daily activity data. Consumers have some idea of the data these devices capture, but most don’t realize how revealing and...
Oct. 24, 2016 02:15 PM EDT Reads: 3,938
A completely new computing platform is on the horizon. They’re called Microservers by some, ARM Servers by others, and sometimes even ARM-based Servers. No matter what you call them, Microservers will have a huge impact on the data center and on server computing in general. Although few people are familiar with Microservers today, their impact will be felt very soon. This is a new category of computing platform that is available today and is predicted to have triple-digit growth rates for some ...
Oct. 24, 2016 02:00 PM EDT Reads: 34,152
In past @ThingsExpo presentations, Joseph di Paolantonio has explored how various Internet of Things (IoT) and data management and analytics (DMA) solution spaces will come together as sensor analytics ecosystems. This year, in his session at @ThingsExpo, Joseph di Paolantonio from DataArchon, will be adding the numerous Transportation areas, from autonomous vehicles to “Uber for containers.” While IoT data in any one area of Transportation will have a huge impact in that area, combining sensor...
Oct. 24, 2016 01:00 PM EDT Reads: 851
SYS-CON Events announced today that SoftNet Solutions will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. SoftNet Solutions specializes in Enterprise Solutions for Hadoop and Big Data. It offers customers the most open, robust, and value-conscious portfolio of solutions, services, and tools for the shortest route to success with Big Data. The unique differentiator is the ability to architect and ...
Oct. 24, 2016 01:00 PM EDT Reads: 886
SYS-CON Events announced today that MathFreeOn will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. MathFreeOn is Software as a Service (SaaS) used in Engineering and Math education. Write scripts and solve math problems online. MathFreeOn provides online courses for beginners or amateurs who have difficulties in writing scripts. In accordance with various mathematical topics, there are more tha...
Oct. 24, 2016 01:00 PM EDT Reads: 1,009
The best way to leverage your Cloud Expo presence as a sponsor and exhibitor is to plan your news announcements around our events. The press covering Cloud Expo and @ThingsExpo will have access to these releases and will amplify your news announcements. More than two dozen Cloud companies either set deals at our shows or have announced their mergers and acquisitions at Cloud Expo. Product announcements during our show provide your company with the most reach through our targeted audiences.
Oct. 24, 2016 12:45 PM EDT Reads: 4,724
More and more brands have jumped on the IoT bandwagon. We have an excess of wearables – activity trackers, smartwatches, smart glasses and sneakers, and more that track seemingly endless datapoints. However, most consumers have no idea what “IoT” means. Creating more wearables that track data shouldn't be the aim of brands; delivering meaningful, tangible relevance to their users should be. We're in a period in which the IoT pendulum is still swinging. Initially, it swung toward "smart for smar...
Oct. 24, 2016 12:30 PM EDT Reads: 1,011
@ThingsExpo has been named the Top 5 Most Influential Internet of Things Brand by Onalytica in the ‘The Internet of Things Landscape 2015: Top 100 Individuals and Brands.' Onalytica analyzed Twitter conversations around the #IoT debate to uncover the most influential brands and individuals driving the conversation. Onalytica captured data from 56,224 users. The PageRank based methodology they use to extract influencers on a particular topic (tweets mentioning #InternetofThings or #IoT in this ...
Oct. 24, 2016 12:15 PM EDT Reads: 8,429
SYS-CON Events announced today that Niagara Networks will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Niagara Networks offers the highest port-density systems, and the most complete Next-Generation Network Visibility systems including Network Packet Brokers, Bypass Switches, and Network TAPs.
Oct. 24, 2016 11:45 AM EDT Reads: 1,315
In an era of historic innovation fueled by unprecedented access to data and technology, the low cost and risk of entering new markets has leveled the playing field for business. Today, any ambitious innovator can easily introduce a new application or product that can reinvent business models and transform the client experience. In their Day 2 Keynote at 19th Cloud Expo, Mercer Rowe, IBM Vice President of Strategic Alliances, and Raejeanne Skillern, Intel Vice President of Data Center Group and ...
Oct. 24, 2016 11:45 AM EDT Reads: 1,525
Data is the fuel that drives the machine learning algorithmic engines and ultimately provides the business value. In his session at Cloud Expo, Ed Featherston, a director and senior enterprise architect at Collaborative Consulting, will discuss the key considerations around quality, volume, timeliness, and pedigree that must be dealt with in order to properly fuel that engine.
Oct. 24, 2016 10:45 AM EDT Reads: 3,879
Virgil consists of an open-source encryption library, which implements Cryptographic Message Syntax (CMS) and Elliptic Curve Integrated Encryption Scheme (ECIES) (including RSA schema), a Key Management API, and a cloud-based Key Management Service (Virgil Keys). The Virgil Keys Service consists of a public key service and a private key escrow service.
Oct. 24, 2016 10:15 AM EDT Reads: 1,080
Fact is, enterprises have significant legacy voice infrastructure that’s costly to replace with pure IP solutions. How can we bring this analog infrastructure into our shiny new cloud applications? There are proven methods to bind both legacy voice applications and traditional PSTN audio into cloud-based applications and services at a carrier scale. Some of the most successful implementations leverage WebRTC, WebSockets, SIP and other open source technologies. In his session at @ThingsExpo, Da...
Oct. 24, 2016 09:00 AM EDT Reads: 2,330