According to the announcement, Schwab Intelligent Integration, formerly referred to as Project C, is “designed to increase integration between the disparate systems and workflows in advisors’ offices, allowing advisors to spend more time with clients and on business development”.
As part of Schwab Intelligent Integration, Schwab says it will be “working closely with third party technology vendors who provide essential services for advisors’ businesses”, including:
- client relationship management,
- portfolio management, and
- financial planning.
As part of the process of selecting the providers who will be part of the platform, Schwab is asking advisors for their feedback. Starting today, advisors can vote for technology providers through the new site, which also includes information on the guiding principles for Schwab Intelligent Integration, frequently asked questions, and a link to a recent webcast that Schwab held for advisors.
The site will continue to be updated with new information as it becomes available, according to Schwab.
More information on Schwab Intelligent Integration is available at www.schwabadvisorcenter.com/public/advisors/nn/projectc.