Updated Thursday, April 24, 2014 as of 9:10 PM ET
Practice - Technology
Schwab Introduces Real-Time Custody Data for Independent Advisors
by: Madhura Karnik
Monday, October 1, 2012
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Schwab Intelligent Technologies, the technology services provider arm of Charles Schwab, announced today the integration of real-time Schwab custody data with leading CRM solution Salentica Advisor Desk.

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