The new release was developed to support advisors as their businesses grow and become more complex. Enhancements include improved reporting functionality such as reports designed for advisors who use separately managed accounts, support for the Microsoft Vista operating system, and new account transfer capabilities.
Dan Skiles, vice president of technology for Schwab institutional, said: As advisors continue to experience exponential growth and expand the kinds of wealth management services they offer, technology will play a fundamental role in helping firms achieve scalability and maximize productivity.
