The two technology companies will offer services through the custodian’s OpenView Gateway.

Two big players in wealth management technology announced at the annual Schwab IMPACT Conference this week that they will be integrating with Schwab OpenView Gateway, where advisors that custody with Charles Schwab can create their own cocktail of tools and service providers. Fidelity’s eMoney Advisor, a wealth planning software company, announced Thursday it plans to integrate with … Read more The two technology companies will offer services through the custodian’s OpenView Gateway.