Schwab Performance Technologies

• Back Office Deal

  By Kathleen McBride, AdvisorOne  |  January 1, 2008

  Registered investment advisors will have the option to outsource more of their back-office tasks, including "portfolio data management and performance reporting," after the back-office service...

• Schwab and Etelligent Make a Deal

  By Staff Writer  |  December 13, 2007

  Registered investment advisors will have the option to outsource more of their back office tasks, including "portfolio data management and performance reporting," after the back office service provider Etelligent Consulting, Inc. is acquired by the unit of Charles Schwab Corporation.

• Upgrades

  By Staff Writer  |  June 1, 2007

  Morningstar, Inc. has partnered with Pyxis Mobile to deliver real-time Morningstar mutual fund and exchange-traded fund data to fund wholesalers through their Blackberry or Windows...

• Schwab Cuts PortfolioCenter Prices for Smaller Firms, Adds Service Level

  By James J. Green, AdvisorOne  |  May 12, 2007

  Schwab Performance Technologies, the portfolio management software subsidiary of the Charles Schwab Company, announced a new version of its PortfolioCenter designed for RIA firms with 50 or fewer clients, called PortfolioCenter Emerging Practice, with a smaller pricetag than the full-blown software.

• Your Best Partners

  By Liana Roberts  |  April 1, 2006

  Technology for financial advisors has come a long way in recent years, but probably remains the most complained-about aspect of running an advisory practice. After...

• What's in a Name?

  By Staff Writer  |  October 1, 2004

  Junxure's history is a bit confusing because of its former association with Schwab Performance Technologies. Junxure got its start by signing an agreement to let...

• A Software Delay That's Good News

  By Staff Writer  |  August 1, 2003

  This column marks the start of my eighth year writing for Investment Advisor. I am proud but humbled that we've never been asked to publish...