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AdvisorEngine x Charles Schwab: A Partnership Focused on Advisor Value


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Custodian connectivity, a key strength of AdvisorEngine’s wealth management platform, helps to ensure the highest quality experience for your advisory firm and the clients you work so hard to serve. Whether it is through a streamlined onboarding and account opening process or automated data feeds that ensure accurate and timely reporting, the relationship between your technology and custodian are critical to your success. The entire AdvisorEngine team is committed to ensuring that success, highlighted through our longstanding collaboration with partners at Schwab Advisor Services.



Suleman Din, Advisor Intelligence Lead, AdvisorEngine

Justin Wilkinson, VP Sales & Business Development, AdvisorEngine

Michael Pendergrass, Senior Relationship Manager, Schwab Digital Advisor Solutions


For many years, our focus on delivering deep custodian connectivity has been on display through our integrations with Schwab Advisor Services, ranging from account opening capabilities to data processing to account maintenance workflows. As we highlight in this partner webinar, AdvisorEngine and Schwab Advisor Services have continued to build on this relationship with several new capabilities and features, including valuable account opening types and a new integration with iRebal, the first of its kind in the wealth tech industry.


The webinar covers several topics, including:


  • An overview of the AdvisorEngine platform
  • The value of Schwab Advisor Services' custodial integrations across the entire client lifecycle
  • Recently released capabilities that illustrate our shared commitment to creating value for advisors, including new account opening types and the industry's first integration with the iRebal portfolio management platform

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