Schwab Performance Technologies

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  Top Portfolio Products: Fidelity to Disclose Additional Money-Market Fund Data

  By Marlene Y. Satter, AdvisorOne  |  January 18, 2013

  Portfolio-related developments over the last week include the closure of Fidelity’s Small Cap Discovery Fund to new investors and an advisor change by Vanguard on its International Value Fund.

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  Schwab, Envestnet Join Forces in Data Integration Deal

  By Joyce Hanson, AdvisorOne  |  May 18, 2012

  Advisors using the solution will see “dramatic gains” in their ability to serve clients and scale businesses more profitably, said Stuart DePina, group president of Envestnet | Tamarac.

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  Schwab New Business Will Offer Integrated Services Platform to Advisors

  By James J. Green, AdvisorOne  |  September 7, 2011

  Schwab Intelligent Technologies will offer products and services to Schwab- and non-Schwab affiliated advisors.

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  CRM Version of Schwab Integration Project Moving Out of Beta Into Pilot Phase

  By James J. Green, AdvisorOne  |  August 22, 2011

  Modular and turnkey versions of Salesforce.com CRM system moves into next phase of Intelligent Integration rollout.

• Envestnet Buys B-Ready Outsourcing for Schwab Portfolio Users

  By Joyce Hanson, AdvisorOne  |  June 7, 2010

  Envestnet, a technology solutions provider for broker/dealers and RIAs, announced its acquisition of B-Ready Outsourcing, whose software is used in Schwab's Portfolio Center.

• Upgrades

  By Staff Writer  |  October 1, 2009

  CRM Software announced September 9 what it called major enhancements to Junxure, its CRM and office management software, including Junxure 8, a complete update to...

• The Essence of Independence

  By Philip Palaveev, Fusion Advisor Network  |  November 1, 2008

  The heavy hits taken by wirehouse firms during the last few months' turmoil have led many brokers who may have idly thought about going independent...

• Upgrades

  By Staff Writer  |  August 1, 2008

  Schwab Institutional has launched PortfolioServices, which SI's VP of technology, Dan Skiles, calls an outsourced version of Schwab Performance Technologies' PortfolioCenter PMS application. The Web-based...

• Schwab Smoothes the Road to Independence

  By James J. Green, AdvisorOne  |  July 1, 2008

  Schwab Institutional announced on June 12 a multipronged platform--with some existing planks, and some newly laid ones--to ease the transition process for brokers who wish...

• Changes

  By Staff Writer  |  April 1, 2008

  New York Life Insurance Company named Ted Mathas as CEO-elect. He retains his title as president and will succeed CEO Sy Sternberg when he retires...