The Asset-Map + Schwab integration lets you seamlessly synchronize client account information directly from Schwab to the Asset-Map Platform. With real-time sharing of client data and visual reports, these improvements enhance advisor efficiency while helping you build more meaningful conversations.
Visualize your client's Portfolio and Account performance, as well as their demographic information, directly on the Asset-Map. With the integration, you can sync via the household, member, or instrument modals to launch the Charles Schwab Advisor Center platform and view the interested client.
View account performance associated with corresponding financial instruments found in the household's current portfolio within Charles Schwab Advisor Center platform. Click to launch and view this individual account right from the Asset-Map Report.
Quickly and easily activate the account via the Integrations tab. Then you can create new households or update an existing household with our synchronization tool. The Asset-Map and Schwab integration is as simple as clicking a button to import the relevant data.
A subscription to Charles Schwab Advisor Center®
A subscription to Asset-Map
