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Streamline Your Investing and Operations with Institutional Intelligent Portfolios

Session Speakers
Session Description

Why attend:
Get the latest information on Schwab’s Institutional Intelligent Portfolios platform and learn how this automated investing solution can save time and lower costs at your firm.

Session details:
This session will provide an overview of Schwab’s Institutional Intelligent Portfolios (IIP) solution, and how it is enabling advisors of all sizes to put automated investing to work for their firms. Learn about:

  • How the platform streamlines onboarding and investing to save time and reduce errors, freeing up time you can spend serving clients and growing your business
  • How our intuitive modeling tools and a sophisticated rebalancing engine provide access to more than 4,000 low-cost ETF and mutual funds 
  • New capabilities that make it easy to convert existing brokerage accounts to IIP accounts

Additional Information
Not Eligible for Credit
Technology Education Session
30m
Session Schedule