Schwab Performance Technologies announced the biggest change to PortfolioCenter since the switch from DOS to Windows. With PortfolioCenter Hosted you can move your data to the cloud.
“PortfolioCenter Hosted allows advisors access to data online anytime, anywhere, in a protected, secure environment.” said Brian Shenson, vice president of Advisor Technology Solutions for Schwab Advisor Services.
Read the details at any of the articles below.
- Cloud cover: Hosted version of Schwab’s PortfolioCenter now available – Investment News, May 13, 2013
- Schwab Performance Technologies Launches PortfolioCenter Hosted™ for Independent Registered Investment Advisors – Daily Finance May 6, 2013
- Schwab Launches OpenView MarketSquare, PortfolioCenter Hosted – Financial Advisor, May 6, 2013
- Schwab Performance Technologies Launches PortfolioCenter Hosted(TM) for Independent Registered Investment Advisors – MarketWatch May 6, 2013
For background: Schwab PortfolioCenter may be poised to shed its utilitarian image – RIA Biz, Sept 7, 2010