|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
Other elements of Schwab Intelligent Integration on display at IMPACT
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,
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
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
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,
Photos/Multimedia Gallery Available: http://www.businesswire.com/multimedia/home/20121113007424/en/
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