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The right technology can put you ahead of the curve—and the competition. Whether you're building your advisory practice from the ground up or looking for ways to advance an established firm, turn to Schwab Performance Technologies® for the technology and support you need to power your business.

For nearly 30 years, we have been working with—and listening to—independent advisors and investment managers like you. Our experience, expertise, and understanding of your specific business needs go into every portfolio data-management and reporting solution we offer.

The Right Technology for Your Firm

Get the flexibility to choose the right technology for your business while freeing up time to focus on building your practice. Whether you're looking for a robust portfolio management system or a complete turnkey technology platform, we offer innovative products and services that can help you run your business more efficiently, make more informed decisions, and better serve your clients.
Learn more about our products and services

Technology That Works for You—and Works Together

Reduce time-consuming data-entry tasks with an open-architecture platform that integrates with leading third-party solutions.
Learn more about third-party providers

Valuable Training and Consulting Programs

Hone your competitive edge with training and consulting services from Schwab Performance Technologies. From hands-on training classes to onsite consulting, our experienced professionals can help you get the most out of your technology.
Learn more about our training and consulting services

News & Events

Schwab Advisor Mobile Connect
(Formerly Schwab OpenView Mobile)
Learn how we can help you build a customized, branded mobile app for your clients.

Introduction to Schwab Advisor Mobile Connect

Corporate Action Documents

New Document

Instructions for handling the DIRECTV (DTV) Merger with AT&T Inc. (T) on July 27 are now available on our Corporate Actions page.

Updated Documents

Instructions for following actions have been updated (see our Corporate Actions page):

  • eBay Inc. (EBAY) Spinoff of PayPal Holdings, Inc. (PYPL) on July 20 (Cost Basis Allocation data added on July 27)
  • Kraft Foods Group (KRFT) Merger with H.J. Heinz Holding Corporation (HNZ) to form The Kraft Heinz Company (KHC) on July 6 (Cost Basis Allocation data added on July 23)
Find out More

Visit Products & Services for additional information, call our sales team at 800-528-9595, or request more information.

Current Clients

Client News & Resources
Get product upgrades, presentation templates, information to handle corporate actions, and more.

Online Learning & Support
Access best practices, self-paced learning resources, and tools for troubleshooting common issues.

Advisor Video
Learn how JJ Burns, CEO of JJ Burns and Company, is taking client reporting to the next level.