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 they are custodied. By leveraging both our technology platform and our expertise, you can streamline portfolio management and reporting tasks and significantly reduce the time, money and resources you spend on back-office functions.