General Info

Established in 1985, Schwab Performance Technologies is one of the leading providers of portfolio data management and reporting solutions for independent financial advisors. The company serves more than 3,000 independent advisory firms. It assists with the Web access of financial data for 24 hours a day, seven days a week. Schwab Performance Technologies offers client reporting and billing services. The company s PortfolioServices brand of software that offers implementation support solutions. In addition, it provides analysis services for performance and assets under management. Schwab Performance Technologies clients include Salient Wealth Management, Regent Atlantic Capital and Old Dominion Capital Management. The company is a subsidiary of The Charles Schwab Corporation.