22 October 2017

Schwab Performance Technologies revamps advisor Web site

20 July 2006  |  1251 views  |  0 Source: Schwab

Expanding on its commitment to help independent investment advisors, Schwab Performance Technologies (SPT) has launched a redesigned web site to help SPT's more than 3,000 advisor clients employ technology more effectively.

The site helps advisors maintain their SPT software, learn how other advisors use technology, and access a variety of best practice materials. The redesigned web site includes interactive online support tools that help advisors troubleshoot common problems and upgrade their PortfolioCenter and PortfolioCenter Relationship Manager software with ease.

"Investing in the right portfolio management software is one of the most crucial decisions an advisor makes," said Dan Skiles, vice president of Schwab Institutional Technology. "To help advisors make the right technology decisions, the SPT web site has been redesigned to better demonstrate the value that PortfolioCenter can deliver to their business."

The redesigned site includes a Client News & Resources section that features product maintenance and system requirements and the latest SPT newsletters, including the new "Advisor Forum" series that includes case studies of current SPT clients and their use of technology. The new site also provides step-by-step instructions for advisors to use when they need to ensure accurate accounting of cash and cost basis information following a merger or other major corporate action.

The Online Learning & Support section offers advisors a range of education tools and online product support services, including learning guides designed to help advisors get started using the software, best practices, and interactive troubleshooting tools that help advisors quickly find answers to common questions.

In keeping with SPT's 20-year commitment to open architecture, SPT provides interfaces with more than 40 different broker-dealers and provides a list of third party technology and service providers who offer solutions that extend the capabilities of PortfolioCenter.

The site also details the numerous training opportunities that are available to help advisors manage their SPT technology, including the SOLUTIONS series of 13 regional technology workshops offered in conjunction with Schwab Institutional that began July 12 in Phoenix, AZ and will conclude on August 23 in Atlanta, GA (www.schwabsolutions.com). Information is also available regarding SPT's remote training sessions by phone or web and on-site consultations with SPT's technology consulting team.

SPT will be announcing additional upgrades to its flagship PortfolioCenter product later in 2006. In the course of this past year, SPT has made several enhancements to PortfolioCenter, including the new Schwab Account Rebalancing Utility, 64 bit platform support, and a number of reporting enhancements. All new and upcoming enhancements are easily accessible via the redesigned web site.

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