Schwab OpenView Integrated Office, provided by Schwab Performance Technologies is a turnkey solution that brings together key technologies for registered investment advisors (RIAs), CRM customized for RIAs, real-time custody data from Charles Schwab and outsourced portfolio management for assets custodied both with Schwab and elsewhere.
Whereas Schwab OpenView Gateway, provided by Schwab Intelligent Technologies, is designed to be a flexible, open-architecture technology platform that enables data integration between Schwab systems and those of participating technology providers.
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Neesha Hathi, vice president of technology solutions for Schwab Advisor Services, said, "Schwab Intelligent Integration is designed to help advisors focus on their clients and increase firm efficiency by integrating the technology and workflows that they rely upon every day".
"The Schwab Integrated Office platform should particularly appeal to advisors just starting out or to those looking for a streamlined experience selecting and implementing new technology. The Schwab OpenView Gateway platform is designed for advisors who already have technology in place and still want the benefits of high quality integration", Hathi further added.
The company said that the standard pricing for Schwab OpenView Integrated Office would start at US$10,000 for two users.
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