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The Digital, Integrated Advisor: Leveraging Integrations to Supercharge Everyday Workflows

Session Speakers
Session Description

Why attend:
The word “integration” is used frequently in this industry, but oftentimes it’s applied to fairly minor connections between systems. In this demonstration, we’ll show you how much impact deep, broad technology integration can have on the way your firm works every day. You’ll see how an advisor leverages Schwab data and workflows within a leading 3rd party tool to open accounts, view alerts, and submit trades.

Session details:
In this session you will:

  • Learn about Schwab’s various integration offerings
  • Find out how SS&C Black Diamond has built deep integration with Schwab’s APIs to bring powerful real-time data and workflows to advisors and their clients

Additional Information
Technology Education Session
30m
Session Schedule