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Institutional Intelligent Portfolios™: A Focus on Recent and Future Platform Enhancements

Session Speakers
Session Description

Why Attend
Find out how the automated investment management technology, from Schwab Wealth Investment Advisory, Inc., works and how you can take advantage of it with your clients.

Session Details
Institutional Intelligent Portfolios™, sponsored by Schwab Wealth Investment Advisory, is an automated investment-management platform designed exclusively for RIAs who custody with Schwab. The platform provides an advisor-branded experience and allows you to create customized portfolios that reflect your firm’s investment strategy by choosing from among 500 ETFs across all major fund families. Hear a brief overview of how the program works and learn about recent and upcoming enhancements. 

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.

Additional Information
Not Available
Technology Showcase Session
30m
Session Schedule