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Introducing Schwab Advisor StreetSmart Edge(TM)

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Session Description

Why Attend
Find out how to enhance your pulse on the market by utilizing Schwab's latest offering customized for advisors: Schwab Advisor StreetSmart Edge

Session Details
Keeping a pulse on the markets and on your client holdings can be challenging with information available from a myriad of sources, often in static form.  Schwab Advisor StreetSmart Edge can help.  Derived from Schwab’s flagship StreetSmart Edge® application, Schwab Advisor StreetSmart edge offers a number of features and tools to help you and your employees’ portfolio management needs. 

In this session, you’ll learn how to:

  • Control overall access for your employees.  Schwab Advisor StreetSmart Edge offers varying levels of functionality and market data packages, allowing you to ensure your practice has the right access it needs to maximize benefits and minimize cost.
  • Customize your Schwab Advisor StreetSmart Edge experience.  The platform is cloud-based, offering inherent flexibility when it comes to operating system, web browser, even saving your settings.
  • Leverage the advantages of the platform’s many available tools to help you gain insight into the markets, monitor holdings, explore opportunities, and when ready, take appropriate action.  

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
N/A - Not Approved for Credit
Technology Education Session
Sponsored By

Booth: 631-15 Booth: 631-16 Booth: 631-18
Session Schedule