Charles Schwab CRM-Based Technology Platform For Investment Advisors In Works
Earlier this week, Charles Schwab, as a provider of operational, custodial and trading support to more than 6,000 independent investment advisory firms, announced details on its Schwab Intelligent Integration, the integrated technology platform. Schwab is developing this platform, formerly known as project C, to help assimilate the different workflow systems used by the independent firms. […]