Brian Shenson, Vice President of Advisor Technology for Schwab Advisor Services, met with me at Schwab IMPACT 2015 to update the company’s technology roadmap.
In this interview from the heart of “Schwab Center” in the nucleus of The Exchange exhibit hall, Shenson walks me through the status of Schwab Advisor Mobile Connect, Schwab Advisor Portfolio Connect, and Schwab OpenView MarketSquare.
FPPad Bits and Bytes for May 6, 2016
FPPad Bits and Bytes for April 29, 2016
FPPad Bits and Bytes for April 15, 2016
FPPad Tech Tour: inStream Solutions
[AUDIO] FPPad Tech Tour: inStream Solutions
FPPad Bits and Bytes for April 1, 2016
FPPad Bits and Bytes for March 11
FPPad Bits and Bytes for March 4
FPPad Bits and Bytes for February 19
FPPad Bits and Bytes for January 29
FPPad Bits and Bytes for January 15
FPPad’s best moments (i.e. outtakes) of 2015
Between Sessions with FolioDynamix at T3 Enterprise 2015
Between Sessions with Vanare at T3 Enterprise 2015
Between Sessions with Oranj at T3 Enterprise 2015
Between Sessions with Junxure at T3 Enterprise 2015
Between Sessions with Salesforce at T3 Enterprise 2015
Between Sessions with Advicent at T3 Enterprise 2015
Between Sessions with eMoney Advisor at T3 Enterprise 2015
Between Sessions with MoneyGuidePro at T3 Enterprise 2015
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