Integrations /Custodians & Portfolio Management
Modern CRM integrated with the leading independent custodian for the win!
Schwab Advisor Services and their flexible approach lets advisors combine our best-in-class proprietary tools like Wealthbox to streamline routine tasks so they can focus on serving clients. The integration with Wealthbox allows advisors to use single-sign-on and see account details, positions, and transactions from accounts held at Schwab on Wealthbox contact record pages.
“The Wealthbox integration is a welcome addition to the Schwab platform. The convenient account-view feature is the type of functionality that advisors continually tell us they need to effectively and efficiently serve their clients.”
Senior Managing Director for Schwab Advisor Services
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