Schwab Performance Technologies
HQ Address
434 Fayetteville Street, 13th Floor, Raleigh, NC 27601, United States
Website Address
Business introduction
A trusted technology leader dedicated to serving independent investment
Since 1985, Schwab Performance Technologies® has been committed to serving financial professionals like you by providing the technology you need to power—and grow—your business.
More than 3,000 independent financial advisors and investment managers turn to us for powerful portfolio data-management and reporting solutions1. As a subsidiary of The Charles Schwab Corporation, we are part of one of the most trusted companies in the industry, and we harness expertise from across the entire Schwab enterprise to deliver best-in-class service, day in and day out.
Our commitment is to provide you with the tools, resources, and support your business needs to succeed now—and in the future.
Flexible, proven technology
With our open-architecture platform, you can efficiently manage client information across multiple custodians and third-party applications.
Count on our solutions—including PortfolioCenter Hosted™, Portfolio Services, and Schwab Advisor Mobile Connect—to meet your business needs now and as your practice evolves.
Schwab Performance Technologies Solutions
PortfolioCenter Hosted™
Powerful, easy-to-use portfolio management and reporting solution Run your operations more efficiently with advanced data-management and performance-measurement tools, as well as customizable accounting, reporting, and billing functions–all in one secure online solution hosted by us. You can access, manage, and control all aspects of your data virtually anytime and anywhere. At the......
business needs
view solutionPortfolio Reporting
Communicating crucial investment information in an intuitive, easy-to-understand format can help you both connect with your clients and improve your business operations. With our wide range of dynamic reporting capabilities, Schwab Performance Technologies® (SPT) enables you to deliver reliable data in an efficient and effective way with customized reports that......
business needs
view solutionPortfolioServices
An outsourced solution that frees you to focus on clients PortfolioServices is a web-based portfolio management and performance reporting solution that is managed for you by a dedicated service team at Schwab Performance Technologies. With PortfolioServices you can see a complete picture of your clients' investments at a glance, no matter where......
business needs
view solutionSchwab Advisor Portfolio Connect™
A simplified approach to portfolio management Schwab Advisor Portfolio Connect delivers core capabilities and features through an intuitive, modern experience, without the need to download and reconcile data. This solution is not multi-custodial, and is not a replacement for PortfolioCenter®, but is available free of charge to advisors whose clients custody......
