Provided by Schwab Performance Technologies, Schwab OpenView Integrated Office bundles technologies for independent adviser firms (RIAs), including Salesforce CRM customized for RIAs; real-time custody data from Charles Schwab & Co. Inc. (Schwab); and outsourced portfolio management for assets custodied both with Schwab and elsewhere. Provided by Schwab Intelligent Technologies, Schwab OpenView Gateway is designed to be a flexible, open-architecture technology platform that enables data integration between Schwab systems and those of participating technology providers.
“Schwab Intelligent Integration is designed to help advisers focus on their clients and increase firm efficiency by integrating the technology and workflows that they rely upon every day,” said Neesha Hathi, vice president of technology solutions for Schwab Advisor Services.
A key part of Schwab Intelligent Integration is the Schwab OpenView Workflow Library, which includes best practices and customized workflows for working with Schwab and Schwab OpenView Gateway CRM providers. The first five workflows for the Salesforce CRM integration are currently available, and more workflows will be added throughout 2012.
Forty independent investment advisory firms participated in the pilots for the two platforms.
Interested advisers can download the Schwab OpenView Gateway for Salesforce app via the salesforce.com AppExchange.