Tag Archives: Portfolio Connect

Schwab’s Andrew Salesky on Schwab Advisor Services’ technology roadmap for 2019 and beyond

Posted on November 25, 2019 by in Conferences

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

Schwab IMPACT 2015: Brian Shenson outlines the company’s technology roadmap

Posted on November 12, 2015 by in Conferences

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™.

Schwab IMPACT 2014: Conference wrap up

Posted on November 9, 2014 by in Conferences

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.”

(Click here to watch on YouTube)

Schwab IMPACT 2014: Day two highlights

Posted on November 6, 2014 by in Conferences

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.

(Click here to watch on YouTube)