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."