About Schwab Performance Technologies

About company

For nearly 30 years, Schwab Performance Technologies® has been committed to serving financial professionals like you by providing the technology you need to power—and grow—your business. More than 3,600 independent financial advisors and investment managers turn to us for powerful portfolio data-management and reporting solutions1. As a subsidiary of The Charles Schwab Corporation, we are part of one of the most trusted companies in the industry, and we harness expertise from across the entire Schwab enterprise to deliver best-in-class service, day in and day out. Our commitment is to provide you with the tools, resources, and support your business needs to succeed now—and in the future.