Independent advisers who custody with Charles Schwab now have a new website designed to help them more efficiently manage client accounts with better integrated data.

“We worked hand-in-hand with many of our adviser clients on the design and features of the new site to more closely mirror how they actually work,” said Steve Hirsch, vice president of institutional web services at Schwab. “The new site provides them with the information they need, when and how they need it.”

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.