Brian Shenson, Vice President of Advisor Technology for Schwab Advisor Services, met with me at Schwab IMPACT 2015 to update the company’s technology roadmap.
In this interview from the heart of “Schwab Center” in the nucleus of The Exchange exhibit hall, Shenson walks me through the status of Schwab Advisor Mobile Connect, Schwab Advisor Portfolio Connect, and Schwab OpenView MarketSquare™.
Watch the video above for a wrap up of Schwab IMPACT 2014.
For this video, I joined Technology Tools for Today co-founder Joel Bruckenstein for a discussion of the top technology highlights from Schwab IMPACT 2014. Hear why Bruckenstein says this year’s event was one of his “favorite Schwab IMPACT conferences ever.”
Watch the video above for highlights from day two of Schwab IMPACT 2014.
Brian Shenson, VP of Schwab Advisor Services, addresses the company’s rebranding of Schwab OpenView Mobile to Schwab Advisor Mobile Connect and Project PM2 to Schwab Advisor Portfolio Connect.
