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Institutional Intelligent Portfolios in Action: New Capabilities to Help You Work Smarter

Session Speakers
Session Description

Why Attend
Gain a brief overview of Institutional Intelligent Portfolios® and learn about the latest enhancements to the platform that enable greater flexibility and efficiency. 

Session Details
Advisors have been anticipating the latest round of improvements to Schwab’s Institutional Intelligent Portfolios® platform. During this practical application session, see detailed demonstrations of our model management tool, which gives advisors a high degree of flexibility when building portfolios, including mutual fund portfolios and the ability to set discretionary rebalancing bands. Find out how to initiate account open for clients using the Digital Account Open tool, and learn how to add your firm’s own ADV, privacy policy, service agreement, and investment policy statement to the client envelope. We’ll also share what developments you can expect in the future. 

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