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About Us

In 2011 Charles Schwab Corporation expanded its technology offering by launching a new business, Schwab Intelligent Technologies™, focused on delivering the next generation of intelligent integration solutions for independent investment advisors.

Our teams work with leading technology providers to deliver tighter integration between Schwab and the different systems and workflows advisors use—all backed by our support and guidance. We remain committed to delivering solutions and insights that improve advisor productivity and scale.

We focus on what matters to advisors, with a development strategy guided by these four principles:

  • A client-centric approach designed around the way you run your business

  • Intelligent integration between software systems to better leverage your technology investment

  • Flexible, open-architecture solutions that allow you to choose the right configuration to meet your needs

  • Guidance and support from Schwab to help you get more from technology investments

Schwab Intelligent Technologies is a subsidiary of The Charles Schwab Corporation, so you'll benefit from our combined commitment to best-in-class service and solutions.

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