Schwab Performance Technologies

What Schwab Performance Technologies does

Schwab Performance Technologies (SPT) is a wholly-owned subsidiary of The Charles Schwab Corporation that provides portfolio data-management and reporting software to independent investment advisors whose clients custody assets at Charles Schwab & Co., Inc. Founded in 1985 and headquartered in Raleigh, North Carolina, SPT operates with 51–100 employees and is incorporated in California under The Charles Schwab Corporation's corporate umbrella. The company is not a broker-dealer; its sister entity, Charles Schwab & Co., Inc. (CS&Co), provides custody, trading, and support services, while SPT contributes the technology layer that connects advisors to portfolio and account data custodied at CS&Co.

SPT's core product is Schwab Advisor Portfolio Connect™, a web-based portfolio management platform that delivers essential portfolio management capabilities and features to advisors without requiring manual data downloads or reconciliation. Its "intelligent integration solutions" aggregate account data from Schwab-custodied accounts and present them through an intuitive web interface. A companion mobile offering, Schwab Advisor Mobile Connect, extends this functionality to mobile devices. Both products are registered trademarks. The underlying technology is differentiated primarily by its integration interoperability with Schwab's custody platform—a structural advantage unavailable to third-party portfolio management vendors.

SPT operates a freemium revenue model: Portfolio Connect is provided complimentary to eligible independent investment advisors and investment managers whose clients' assets are custodied at Charles Schwab. Access is enabled at the firm level via an intake form process tied to Schwab Advisor Center credentials, and customer acquisition is conducted almost entirely through the parent's existing advisor distribution network. There is no direct product monetization; the economics flow indirectly through the broader Charles Schwab advisor services value proposition, with SPT functioning as a technology cost center within The Charles Schwab Corporation rather than a standalone profit-generating entity.

Name

Schwab Performance Technologies

Legal name

Schwab Performance Technologies

Website

https://schwabpt.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

51–100 employees

Short description

Schwab Performance Technologies is a wholly-owned subsidiary of The Charles Schwab Corporation that provides free, web-based portfolio data-management and reporting software—primarily Schwab Advisor Portfolio Connect—to independent investment advisors whose clients custody assets at Charles Schwab.

Ownership category

akta.pro rank

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Free Portfolio Management Platform: Schwab Advisor Portfolio Connect is provided complimentary to advisors whose clients custody with Schwab. Revenue is generated indirectly through the broader Charles Schwab ecosystem rather than through direct product monetization. SPT operates as a subsidiary providing technology to support Schwab's custody and advisory services, with costs absorbed as part of Schwab's overall advisor services value proposition.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Schwab Performance Technologies provides Schwab Advisor Portfolio Connect, a browser-based portfolio data-management and reporting platform delivered free of charge to independent investment advisors whose clients custody assets at Charles Schwab & Co., Inc. The platform uses intelligent integration to pull custody account data directly, eliminating manual data downloads and reconciliation, and offers a companion mobile application (Schwab Advisor Mobile Connect) for on-the-go portfolio access.

Product overview

Schwab Performance Technologies offers a suite of portfolio data-management and reporting solutions for independent investment advisors. The primary offering is Schwab Advisor Portfolio Connect™, a free portfolio management platform for advisors whose clients custody at Schwab, which provides core capabilities without requiring data downloads. A companion mobile solution, Schwab Advisor Mobile Connect, is also available. The company, a subsidiary of Charles Schwab Corporation, has served advisors for nearly 30 years and integrates data about accounts custodied at Charles Schwab & Co., Inc.

Differentiator

Problem solved

Functional benefit

Brands

• Schwab Advisor Portfolio Connect: A portfolio management solution providing core capabilities and features for independent advisors whose clients custody at Schwab, available free of charge.
• Schwab Advisor Mobile Connect

Products and services

• Schwab Advisor Portfolio Connect™ Browser-based portfolio management platform that delivers essential portfolio management capabilities and features free of charge to independent investment advisors whose clients custody with Charles Schwab. Uses intelligent integration with CS&Co's custody platform to eliminate the need for manual data downloads and reconciliation.
• Schwab Advisor Mobile Connect Mobile companion application that gives advisors mobile access to portfolio management capabilities for accounts custodied at Charles Schwab.

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• The Charles Schwab Corporation (Parent Company)coreOthersSPT is a wholly-owned subsidiary of The Charles Schwab Corporation. As part of the Schwab enterprise, SPT harnesses expertise from across the entire Schwab organization to deliver best-in-class service. SPT provides technology solutions while Charles Schwab & Co., Inc. (CS&Co) provides custody, trading, and support services. SPT and CS&Co operate as separate companies affiliated as subsidiaries of The Charles Schwab Corporation, with products and services independent from each other.

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Market position

Competitive moat5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schwab Performance Technologies