Vendors
日本語
search
  2. //
  3. Celent news
  4. //
  5. Financial Planning: Schwab bets less is more with revamped Portfolio Center

Financial Planning: Schwab bets less is more with revamped Portfolio Center

Website
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
24 April 2019

Schwab bets less is more with revamped Portfolio Center

Financial Planning Online, Sean Allocca, Wednesday, 24 April 2019

In a world of open architecture and almost infinite tech choices, less might soon be more.

Charles Schwab’s new portfolio management software may reflect a new paradigm where firms are asking for simpler offerings with less customization to ease the pressures of choosing the right mix. And as smaller firms and breakaway teams not accustomed to creating tech stacks flourish, an open architecture style with a standardized desktop and basic options might be a more attractive way forward.

Read Full Article

News article details

Industry
Wealth Management
Media Type
News Articles
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America