Schwab Institutional has expanded the tools available to independent
advisors on its Schwab Performance Technologies (SPT) Web site.
The company says the site, at www.schwabpt.com, now includes interactive online support tools that allow advisors to troubleshoot common problems and more easily upgrade their PortfolioCenter and Portfolio Center Relationship Manager software.
Among the additions, according to the company, is a Client News & Resources section that includes an "Advisor Forum" with case studies of current SPT clients and how they use technology.
The SPT Web site is used by more than 3,000 advisor clients and provides a list of third-party technology and service providers who offer products that can be used with Portfolio Center.
"Investing in the right portfolio management software is one of the most crucial decisions an advisor makes," said Dan Skiles, vice president of Schwab Institutional Technology. "To help advisors make the right technology decisions, the SPT Web site has been redesigned to better demonstrate the value that PortfolioCenter can deliver to their business."