Advyzon Announces Participation in Schwab OpenView Gateway®

Will allow for seamless data access for advisors who custody with Schwab

Chicago, Ill. Oct. 24, 2018 – Advyzon, an all-in-one, cloud-based financial advisor technology platform, today announced it will integrate with Schwab OpenView Gateway®, the Schwab Advisor Services™ integration platform, which supports more than 7,500 independent investment advisors.

The Advyzon integration with OpenView Gateway will provide advisors who custody assets with Schwab seamless data flow between Schwab and Advyzon. Advisors will be able to access custody data from Schwab Advisor Center® – including their balances, alerts, reports, transactions, and profile details – in real-time within the Advyzon platform, as well as send information such as fee billing calculations, back to Schwab.

“This integration reflects Advyzon’s commitment to simplifying the technology advisors use, enabling them to spend more time servicing their clients,” said Advyzon CEO Hailin Li. “As a technology provider working with Schwab, we will be able to better share our unique technology solutions with advisors to help them continue to grow their businesses.”

“We are pleased to welcome Advyzon on to OpenView Gateway,” said John Connor, VP 3rd Party Integration, Schwab Advisor Services. “The Advyzon solution aligns nicely with our continuing goal to integrate broadly and deeply with best-in-class providers that offer advisors the choice and flexibility they tell us they need.”

Advyzon’s end-to-end platform offers advisors CRM, client reporting, billing, document management, a client portal and more. The platform also ensures client transactional data is imported, reconciled daily and thoroughly researched to ensure accuracy. The integration will be available for all Advyzon clients and RIAs who custody with Schwab. To learn more about the Schwab OpenView Gateway visit: www.schwabintelligenttechnologies.com.