A news release said the most recent enhancements include:
- An online Technology Adoption Scorecard that gives advisory firms an interactive tool to track and measure employee adoption of Schwab’s online tools – including cashiering, online account open, eConfirms, eStatements, alerts, and trading – and features a number of new capabilities for advisers. New features available now in the online Scorecard include easier access to technology-related resources, tools and training via direct links from the Scorecard, information that details where a firm is below adoption benchmarks based on other firms’ usage of different technologies.
- Schwab’s Mergers & Acquisitions Listing Service, which in the past has carried a fee for advisers, is now being offered at no cost for all advisers that custody with Schwab. The service is an online database that connects advisory firm buyers and sellers and enables advisors to maintain anonymity while soliciting interest and collecting information from other advisory firms on acquisitions, mergers, or sales.
- A new partnership with Advisor Impact that gives advisers preferred pricing on a variety of tools and resources, including its Client Audit: Enterprise product, to help measure client loyalty and uncover referral opportunities..
Additional information is available at www.SchwabTransition.com .
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