AdvisorEngine Expands Schwab Integration
Franklin Templeton-owned AdvisorEngine is integrating with Schwab Advisor Center in a move that will provide full portfolio management functionality to advisors using both, according to an announcement from AdvisorEngine. The custodial integration with Schwab is a step up from the CRM-level integration between AdvisorEngine’s Junxure and Schwab’s Digital Account Opening, completed in 2019. There is real-time data flow between the two entities, according to AdvisorEngine CEO Rich Cancro. In addition to the integration, AdvisorEngine will be redesigning and reconfiguring Junxure, said Cancr...
Source: wealthmanagement.com