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YCharts Improves Schwab Integration

YCharts and Schwab have been working together for years, but now advisors who custody with Schwab will have a single sign-on.

With the Schwab IMPACT conference underway this week, some tech firms are taking advantage of the opportunity to announce improved integrations. Research, analytics and communications platform YCharts is one of those companies, issuing a press release today that it will be offering a single sign-on integration with Schwab Advisor Center. 

The enhancement is expected to bring improved accessibility to YCharts for “nearly 1,000 joint customers of YCharts and Schwab,” according to YCharts spokesperson Will Ruben. “Advisors who custody with Schwab will be able to move from YCharts to the Schwab Advisor Center with one click,” he added. The two firms have been working together for years—this will be the seventh year YCharts has participated in the IMPACT conference. 

“YCharts is a valuable addition, and fits well within our broad strategy to provide advisors with solutions that help them deliver a secure, seamless experience for their clients,” said Kartik Srinivasan, managing director of digital product management for Schwab Advisor Services. Integrating with outside technology has gained importance at Schwab in recent years, with the appointment of Andrew Salesky as head of advisory technology last year. 

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