Schwab Performance Technologies

Run your firm more efficiently—with proven technology that fits the way you work. Schwab Performance Technologies’ integrated portfolio data management and reporting systems make it easy for you to see and manage all your client holdings with a single, seamlessly integrated source of information. For over 25 years, Schwab Performance Technologies has been building technology solutions tailored to the real needs of financial advisors, so you gain time to focus on what matters most—your clients.

Schwab Performance Technologies builds flexibility into all of their technology. Whether outsourcing data management to their expert teams, or installing and handling it in-house, you can choose the solution that works best for your firm:

• PortfolioCenter® gives you complete control and flexibility over managing your back office through a Windows®-based data management and reporting software application.

• PortfolioServices provides outsourced, full-service portfolio data management and reporting hosted by Schwab Performance Technologies.

Demo
PortfolioCenter

Watch this video for a quick demonstration of how ByAllAccounts aggregated data is imported daily into the Schwab Performance Technologies PortfolioCenter software via the ByAllAccounts interface.

Case Study with PortfolioCenter User
Kenny Landgraf, Patrick Moore, and David Levy
Kenjol Capital Management 

• AUM: $80 million
  
• Founded: 2001
  

Want to learn more about how ByAllAccounts and Schwab work together?

• Schedule a phone consultation with ByAllAccounts
  

• Request contact from a ByAllAccounts Representative