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Technology That Helps Advisors Put Clients First: Learn About Our New Platform Strategy and See It in Action

Session Speakers
Session Description

Why Attend
Learn how Schwab’s new advisor technology strategy can help advisors put clients first. We bring this strategy to life as we demo some of our most exciting new features. In addition, hear from both an independent advisor using Portfolio Connect and a leading third-party vendor, Orion, who will discuss their experiences with Schwab’s new capabilities.

Session Details
Now more than ever, technology is critical for advisors to drive efficiency and attract new clients. Our technology mission is to help advisors put clients first. We believe that is enabled by providing choice and value, allowing advisors to combine the best of Schwab and third-party capabilities. We are focused on two goals-- creating the best, most operationally efficient custodial experience, and expanding our secure, deep integrations with leading technology providers that advisors value most.

Learn how Schwab’s new advisor technology strategy will deliver a best-in-class experience to maximize choice and flexibility through a highly integrated custodial experience. You’ll see this strategy come to life through the eyes of a third-party vendor and a current Portfolio Connect user. The session offers:

  • An overview of capabilities we are planning to deliver—both through Schwab Advisor Center®, and integration with leading third-party vendors
  • Insight into how these capabilities can help you to streamline operational tasks
  • A vendor and advisor perspective on effectively leveraging some of these new tools
  • Details on Schwab and partner solutions to explore in The Exchange

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule