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TECHNOLOGY

CHARLES SCHWAB

Schwab’s three main business segments are structured to meet client needs – removing complexity but not the quality and sophistication of investment solutions.

Investor Services provides brokerage to millions of individuals who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank.

Advisor Services provides trading, custody, and technology practice management and other support services to nearly 7,000 independent investment advisors.

Both segments offer financial products and services developed by Charles Schwab Investment Management Inc., the investment advisor for Schwab’s proprietary funds, as well as an extensive selection of third party products. They offer advice solutions, including separately managed accounts, customized personal advice for tailored portfolios, specialized planning and full-time portfolio management.

Retirement Plan Services provides comprehensive 401(k) plan services to employers and plan sponsors, including a range of plan types, investment solutions, trust and custody services and recordkeeping.

EMONEY ADVISORS LLC

eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.

In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first—all through the infusion of innovative solutions.

eMoney has enterprise relationships with 9 of the 15 largest insurance companies, over 100 of the nation’s most successful broker/dealers and many of the nation’s leading advisory firms. In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities and win the confidence and loyalty of the clients they serve.

ORION

Since 1999, Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for our sister company, a registered investment adviser, so the firm built the solution. It comes up with innovative, advanced solutions to problems advisors face every day. The firm currently serves $375 billion in Assets Under Administration and over 950 advisory firms.