At a recent session of the Financial Advisor Webinar Series, Mike Williams of Schwab Performance Technologies (SPT) talked about developments in PortfolioCenter and PortfolioServices. While we usually don’t invite vendors to talk about their products at our webinars, we made an exception because Schwab is so influential; SPT is used by 3,300 advisory firms and its parent provides custodial services to 6,000 RIAs. Despite allotting 25 minutes for questions, attendees at the session had more questions than Williams could answer. So we passed along to Williams the unanswered questions ch
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