From Schwab IMPACT® 2019, I met with Andrew Salesky, Sr. Vice President of Digital Advisor Solutions at Charles Schwab to discuss the company’s technology announcements over the past year, and update financial advisers on the Schwab Advisor Services roadmap for the near future.
Click here to watch on YouTube.
We cover the latest in the Digital Account Open functionality, the addition of status transparency between financial advisers and the Schwab back office, updates to Portfolio Connect, and more.
IMPACT® 2019 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac
Music: The Heart Is by Strength To Last, licensed via Soundstripe:
https://soundstripe.grsm.io/billwinterberg
