Charles Schwab has expanded its suite of mobile capabilities for advisors. The new Schwab Advisor Center app for the iPad allows advisors to access key client data such as balances, positions and transactions.
The app is customized for the tablet format, including large charts that offer insights into daily account movements and scrolling quotes that help advisors track the movements of the indices, stocks and funds that are most important to them.
"Advisors have told us they're using iPads to access key client information and custodian websites while away from their desks," said Neesha Hathi, senior vice president of technology for Schwab Advisor Services.
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