Schwab OpenView Integrated OfficeA Bundled Technology Platform With Industry-Leading Service

Whether you’re building a new advisory practice or looking to streamline your operations with integrated technology, you can transform your business with Schwab OpenView Integrated Office®. This innovative platform bundles all the key technologies and features you need to start—or grow—your firm, including:

  • Salesforce® CRM, optimized specifically for registered investment advisors (RIAs)
  • Outsourced portfolio data management and reporting that frees you up to focus on serving clients and growing your business
  • Cloud-based platform allowing secure, anytime, anywhere access with no technology to manage or administer
  • Seamlessly integrated data that pulls together the information you need from multiple custodians, including real-time data from Schwab Advisor Center®
  • Document management system that allows you to retrieve, save, and edit files easily and securely
  • Client portal that allows you to engage clients, provide reports, and deliver service communications more easily and effectively
  • Financial planning tools to help you create and update plans based on your clients' long-term goals
  • Timesaving tools like embedded process workflows, form completion software, Outlook® synchronization, and more
Jump-Start Your Business With a Bundled Solution
Schwab OpenView Integrated Office is a multicustodial solution that integrates all the technology you need to start or grow your firm. It can also help you boost efficiency, build client relationships, and stay on top of all aspects of your business.

See Your Business Holistically

Schwab OpenView Integrated Office makes your CRM the hub for business management, so you can:

  • Respond to client requests more quickly and better anticipate new opportunities in your sales pipeline by managing leads and client information more effectively.
  • Run a paperless office with document-management capabilities.
  • Make more informed decisions with dashboard tools that provide graphical views of lead-generation opportunities and investment information across your firm.
  • Take advantage of powerful workflows that can automate and track key firm processes, helping you deliver a more consistent service experience to your clients.
Focus on What Matters Most—Your Business and Your Clients
Schwab OpenView Integrated Office puts the technology you need at your fingertips, making it easy to build your business and strengthen your client relationships. By placing your CRM at the center of your RIA practice, Schwab OpenView Integrated Office gives you a powerful, centralized hub for all your business and client data—allowing you to focus on what matters most.

Serve Your Clients Quickly and Personally

Schwab OpenView Integrated Office puts vital client information front and center with:

  • Schwab custody data that delivers up-to-date balances, transactions, trade confirmations, and more—anytime, anywhere, via the cloud
  • A more holistic view of your clients’ investments, thanks to integrated portfolio data that facilitates informed client conversations
  • A comprehensive view of each relationship in the CRM means your clients’ information is centralized so you can deliver more personalized service
  • A client portal that allows you to deliver service and financial information to clients easily and securely online
Save Time With Outsourced Portfolio Management
Portfolio management and client reporting tasks are vital, but they can take up time better spent with your clients and on growing your business. Schwab OpenView Integrated Office allows you to outsource labor-intensive portfolio management tasks to a dedicated team of industry-leading experts, while enabling you to view client data and create on-demand reports online, so you can make more informed decisions and better serve your clients.

Professional Client Reporting and Billing

Your service team acts as an extension of your firm, helping you to improve operational efficiency, maintain the accuracy of portfolio data, and create compelling client reports and billing, allowing you to focus on serving clients and growing your business. And you always have final approval on the reports we produce for delivery to your clients.

Service and Support That Powers Your Business
With Schwab OpenView Integrated Office, you get an innovative, integrated solution backed by a team of industry experts who work closely with you from setup to maintenance to ongoing support as your business evolves.

A Team That Gets to Know You

Your dedicated team of service professionals will take the time to understand your firm's needs and will provide recommendations based on industry best practices. And, as you add new clients and accounts, we scale our services along with your growing business needs.

See It in Action
Contact Us

Interested in learning more? Call our sales team at 800-528-9595 or request more information.