This research will save your team weeks in determining if Schwab is a prospective custodian for your firm.

This report contains deep analysis of the custodian platform, including:

• Investment Options
• Client Portal Experience
• Advisor Portal Experience
• Trading and Rebalancing
• Service Levels
• Integration Observations
• Artificial Intelligence
• and Additional Observations

The observations in this report are a result of the 219 criteria evaluated in our questionnaire, demonstrations of the platform, and interviews with current customers of the custodian.