Charles Schwab yesterday rolled out the first version of the new Schwab Advisor Center app for the iPhone for independent investment advisors who custody assets with Schwab Advisor Services.
The Schwab Advisor Center app for the iPad is currently under development and will be available to advisors before the end of the year.
“This first version of the new Schwab Advisor Center app for iPhone includes the features that advisors told us they wanted most,” stated Steve Hirsch, vice president of institutional web services for Charles Schwab. “We have heard that the top priority is fast and convenient access to client account information so advisors can stay informed and on top of their business no matter where they are.”
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