Integration Spotlight: Schwab Advisor Center®

BY Marie

Toggling between technology platforms can be cumbersome when managing your clients’ accounts. Whether you’re monitoring custodial alerts, utilizing contact information, or opening accounts, these efforts are often duplicated across systems. 

Data silos are not only ineffective and time-consuming but often detrimental. Moving between software suites prevents team members from being able to receive the most up-to-date information, leaving them unable to proactively make decisions or worse, make uninformed decisions.

However, having an integrated CRM solution enables you to streamline this process effectively, within one centralized platform and without any rekeying. 

Work smarter, not harder

Managing a variety of disconnected, independent business applications is daunting. Employees who lack a centralized platform to do their work, are not only tasked with searching for information that is spread across a number of different applications but are also responsible for updating the information in each place. The Practifi API integration with Schwab Advisor Center® streamlines this process.

Streamlined account opening

With Practifi’s Schwab Digital Actions integration, advisors are able to kick-off and monitor the Schwab Digital Account Opening process from within Practifi. This gives advisors the account opening tools they need, when and where they need them.

Monitor alerts in one place

Not only can Practifi users open Schwab accounts digitally within their CRM, but they are also able to receive Schwab account alerts from within Practifi. The Practifi Schwab Advisor Center Digital Messaging integration enables advisors to monitor the processing of new account opening, Money Movement, eSignature documents, and report availability all from within the Practifi environment.

Interested in learning more?

Our API integration with Schwab Advisor Center is just one of the many ways we’re helping advice professionals save time and streamline their business, so they can spend less time on administrative work, and more time with their clients. In a sea of disparate technologies, Practifi is a unifying force with our solution, efficient operations, and excellent client experiences.

If you’re interested in learning more about our platform and integrations, we encourage you to visit visit our integrations page and our features page for more details.

And if you’d like to get in touch with a member of our team, contact us today.

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