Charles Schwab Advisor Services announced a new business, Schwab Intelligent Technologies, marking a milestone in the company’s initiative to deliver integration solutions for registered investment advisors.

Intelligent Technologies will produce Schwab OpenView Gateway, which Schwab calls a flexible, open-architecture technology platform that enables data integration between Schwab systems and those of three client relationship management technology providers:, Junxure and Microsoft.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access