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The $1.6 trillion RIA custodian gives real-time data to Black Diamond, Tamarac, Orion and others serving Schwab RIAs and small RIAs get PortfolioConnect for free as long as they don't want to track held away assets
Bringing the wood at the Envestnet Advisor Summit, the president allows that online advisors are crackerjack at providing account views 24-7 but human advisors can close that gap
The big custodian went live on Thursday morning after a pilot with 15 advisors -- and about 18 months after Fidelity
Mike Golaszewski will likely join in NetX360-related efforts
Executives of the San Francisco RIA custodian believe they can take integration further than Fidelity's WealthCentral
Schwab debuts bubbles and liquid in website overhaul
Beta tester still has wish list for Schwab upgrades
The Industry Sourcebook for RIAs
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