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Redtail Technology > News > Integrations > Updated integration with Schwab OpenView Gateway®!

Updated integration with Schwab OpenView Gateway®!

Category: Integrations
integration updates

Schwab OpenView Gateway®: “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.”

Charles_Schwab_Advisor_Center

ABOUT Schwab OpenView Gateway® We make moves that empower you to put clients first. No matter your background, firm size, or business complexity, Schwab collaborates, innovates, and works tirelessly to deliver specialized service and exceptional value to Registered Investment Advisors (RIAs).

For over 30 years, we’ve been all in for independent investment advisors. And our commitment to their success will never change. We provide industry-leading custody services, with no AUM minimums and no custody fees—and no intention to raise them.”

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN SCHWAB OPENVIEW GATEWAY® 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 from Redtail CRM:open an account
  • 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.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.