Investing
  Technology
   Practice Management
   Custody Services
 

   Who We Are
   Becoming an RIA
   Client Testimonials
   Contact Us
 

   

Technology Alliances

More Power in Your Technology

We team with leaders in financial services technology to develop proprietary interfaces. The results: your firm's trading and portfolio management technology tools integrate seamlessly with Schwab Institutional, creating greater efficiencies and streamlined management of your day-to-day business.

Centerpiece® Interface

This Windows-based portfolio management system combines accounting, client reporting, and performance tracking in an easy-to-use networked application. Investment Managers working with Schwab Institutional may obtain a comprehensive interface to this program at no charge.

Centerpiece® is produced by Performance Technologies, Inc. Open (a subsidiary of the Charles Schwab Corporation).

Advent Axys* and Advent Custodial Data

Enables Axys users to import Schwab data into Axys using our proprietary interface. Through the Advent Custodial Data (ACD), Axys users retrieve custodian data directly from Advent, eliminating the need for dial-ups and communication protocols with multiple custodians.

Advent Moxy Interface™

Allows you to conduct straight-through processing for both Schwab and Prime Broker equity trades without re-keying, phoning, or faxing orders.

Checkfree APL™ * Trade Connection

Place trades with Schwab from your APL terminal through our proprietary trading connection.

Put our Purchasing Power to Work

We negotiate discounts and special offers to support your business. Dell Computers® offers generous hardware discounts and dedicated Schwab Institutional customer support. Establish your Internet presence to facilitate communication with clients and prospects with customizable turnkey Web sites from AdvisorSquare™.

*Advent Software Inc. and Checkfree® are independent third parties who are not affiliated with Charles Schwab and Co., Inc. ("Schwab"). Schwab does not endorse or recommend their products or make any warranties regarding such products.