2018 Model Wealth Manager: Client Experience: Charles Schwab

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24 April 2018
Ashley Longabaugh


Celent recognizes Charles Schwab as the 2018 Model Wealth Manager: Client Experience for their initiative Schwab Intelligent Advisory™.

Schwab Intelligent Advisory™ is changing the way people invest by offering a unique and powerful blend of personalized financial planning and advanced technology. This modern approach to wealth management is designed to meet a wide range of investor needs and preferences by breaking down barriers with a combination of scalable technology, personal relationships and exceptional service at a very low cost. Clients use the intuitive online planning tool to create a holistic financial plan tailored to their goals and lifestyle from comfort of their own home with the added expertise and advice from a CERTIFIED FINANCIAL PLANNER™ professional. Schwab Intelligent Advisory™ makes it simple for clients to check in on their plan and progress towards goals, get unlimited access to a CFP, or view performance of their fully automated, diversified portfolios through an easy-to-use digital dashboard.

Charles Schwab is democratizing financial planning by making it easier and more affordable to get and maintain a plan. Schwab Intelligent Advisory™ is consistent with Schwab’s heritage of removing barriers to successful investing, disrupting and challenging the status quo on behalf of investors, and looking for ways to offer clients more value and a better experience.

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Insight details

Capital Markets, Wealth Management
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Capital Markets, Risk, >>Financial Services Risk
Insight Format
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America