Financial Planning: Schwab bets less is more with revamped Portfolio Center

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24 April 2019

Schwab bets less is more with revamped Portfolio Center

Financial Planning Online, Sean Allocca, Wednesday, 24 April 2019

In a world of open architecture and almost infinite tech choices, less might soon be more.

Charles Schwab’s new portfolio management software may reflect a new paradigm where firms are asking for simpler offerings with less customization to ease the pressures of choosing the right mix. And as smaller firms and breakaway teams not accustomed to creating tech stacks flourish, an open architecture style with a standardized desktop and basic options might be a more attractive way forward.

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News article details

Wealth Management
Media Type
News Articles
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America