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Rating:Schwab's Rebalancing Platform Is Fully Integrated Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, August 21, 2013

Schwab's Rebalancing Platform Is Fully Integrated

News summary by MFWire's editors

Advent Software's Black Diamond, a portfolio management, reporting and rebalancing platform, is is now fully integrated with Charles Schwab's [profile] OpenView Gateway service, InvestmentNews' Michael Shagrin reports. The partnership will give fund clients access to Schwab Advisor Center's intraday data, Shagrin writes.

The partnership between Advent Software and Charles Schwab began in October 2012. Shagrin quoted David Welling, senior vice president and general manager of BlackDiamond, as saying, "The new news is that this product is generally available."

To read more, click here

Edited by: Casey Quinlan


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