Brian Shenson

Brian Shenson, Schwab Advisor Services

PortfolioCenter Hosted

While this 7-minute FP Pad video feels like an “infomercial,” it contains some useful information from Brian Shenson, Vice President of Advisor Technology Solutions for Schwab Advisor Services on Schwab’s PortfolioCenter Hosted, Openview Gateway, and Integrated Office.  Read the article here.

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Intelligent Integration

Here’s an update from InvestmentNews on Schwab’s Intelligent Integration initiative.


Adobe ended support for Adobe Distiller® Server software on May 31, 2013. Distiller is an application that is critical to running the PortfolioCenter® eReports product for batch printing reports. Schwab Performance Technologies® is evaluating options on how to support eReports as a result of this change.