CHICAGO, Oct. 24, 2018 /PRNewswire/ -- Advyzon, an all-in-one, cloud-based financial advisor technology platform, today announced it will integrate with Schwab OpenView Gateway®, the Schwab Advisor Services™ integration platform, which supports more than 7,500 independent investment advisors.
The Advyzon integration with OpenView Gateway will provide advisors who custody assets with Schwab seamless data flow between Schwab and Advyzon. Advisors will be able to access custody data from Schwab Advisor Center® – including their balances, alerts, reports, transactions, and profile details – in real-time within the Advyzon platform, as well as send information such as fee billing calculations, back to Schwab.
"This integration reflects Advyzon's commitment to simplifying the technology advisors use, enabling them to spend more time servicing their clients," said Advyzon CEO Hailin Li. "As a technology provider working with Schwab, we will be able to better share our unique technology solutions with advisors to help them continue to grow their businesses."
"We are pleased to welcome Advyzon on to OpenView Gateway," said John Connor, VP 3rd Party Integration, Schwab Advisor Services. "The Advyzon solution aligns nicely with our continuing goal to integrate broadly and deeply with best-in-class providers that offer advisors the choice and flexibility they tell us they need."
Advyzon's end-to-end platform offers advisors CRM, client reporting, billing, document management, a client portal and more. The platform also ensures client transactional data is imported, reconciled daily and thoroughly researched to ensure accuracy. The integration will be available for all Advyzon clients and RIAs who custody with Schwab. To learn more about the Schwab OpenView Gateway visit: www.schwabintelligenttechnologies.com.
Advyzon is a Chicago-based advisor technology platform founded in 2012. Led by a dedicated and committed team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors, Advyzon is 100% cloud-based and includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all the key capabilities a firm needs to grow their business profitably, Advyzon helps advisors streamline their operations so they can focus on growing their practice. Please visit www.advyzon.com to learn more.
Schwab Advisor Services provides custody and trading, as well as technology and other support services to independent investment advisors. It includes the custody, trading and related support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. It also includes the technology and related products and services of Schwab Intelligent Technologies ("SIT") and Schwab Performance Technologies ("SPT"). CS&Co and SIT and SPT are affiliated as separate subsidiaries of The Charles Schwab Corporation, but their respective products and services are independent of each other.