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Schwab Performance Technologies Introduces a New Approach to Portfolio Management

Session Speakers
Session Description

Why Attend
Get the latest information on Schwab Performance Technologies’ products. You’ll learn about the latest updates to PortfolioCenter and what Schwab Advisor Portfolio Connect can offer. 

Session Details
Your firm’s portfolio management system is one of the key technologies you depend on to serve clients. But for many firms, it can also be one of your most significant technology expenses. If you’re thinking about the future of your firm’s approach to portfolio management, and considering a more scalable, cost effective solution, we invite you to this session, where you’ll learn how Schwab Performance Technologies products can simplify your workflows, while minimizing—or even eliminating the cost.  Find out:

  • What’s in store for current PortfolioCenter users – learn about upcoming release and the 2019 roadmap
  • Understand how Portfolio Connect can simplify your data processing and give you a new edge on your clients’ data
  • Review our Portfolio Connect roadmap

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 Approved for Credit
Technology Education Session
30m
Session Schedule