Schwab Advisor Center® APIs: ““Our flexible approach lets you combine our best-in-class proprietary tools with leading third-party solutions to streamline routine tasks so you can focus on serving clients.””
WHAT ARE THE NEW INTEGRATION POINTS BETWEEN SCHWAB ADVISOR CENTER AND REDTAIL CRM? New integration points between Schwab and Redtail CRM include:
- the ability to initiate the Schwab Digital Account Open process for a contact:
- the ability to view up to 250 Schwab alerts from the last 30 days within Redtail CRM.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.