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Putting Schwab’s Simplified Approach to Portfolio Management to Work for Your Firm

Session Speakers
Session Description

Why attend:
Learn how Schwab’s approach to portfolio management offers your firm a simplified, scalable, cost-effective solution. Hear from an advisor on their experience using this new product.

Session details:
Portfolio management tools are an important part of any successful advisory practice, offering valuable insights into clients’ needs. Many growing firms are searching for ways to scale their operations so that they can spend more time with clients. Our goal is to offer you the flexibility to choose what’s best for your firm, whether you’re looking for better ways to manage accounts at Schwab or for secure, integrated options with a third-party system.

  • Learn how Portfolio Connect can simplify your data processing and give you a new perspective on your clients’ data
  • Hear an advisor’s story about how Portfolio Connect is working for their firm
  • Resources to help you determine next steps based on your portfolio management needs

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