Schwab Advisor Services™ Expands AI Inside Schwab Advisor Center and Across the Third-Party Solutions RIAs Use

Jon Beatty, Head of Schwab Advisor Services

“AI can and will play a role in the success of RIAs of all sizes, and we are committed to making sure that every firm we serve has access to a range of options they can tailor to how they work.”

Jon Beatty, Head of Schwab Advisor Services

“AI can help turn the complexity of wealth management into clearer action and more relevant insight. But the relationship between an advisor and their client is irreplaceable. Everything we’re doing is in service of that.”

Alison Dooher, Head of AI for Schwab Advisor Services

“We’re uniquely positioned to deliver AI solutions because, for decades, our open-architecture approach to technology has built the foundations required to make AI useful: APIs, integrations, trusted data and knowledge of advisor workflows.”

Alison Dooher, Head of AI for Schwab Advisor Services

“Our job is to bring these tools together, offer them inside Schwab Advisor Center and through the outside platforms firms already use and let each firm adopt them at its own pace, with education and support from us along the way.”

Peter Nolan, Head of asset and wealth management at Anthropic

“Schwab data gives advisors a detailed view of their clients’ accounts, positions, and history.”

Peter Nolan, Head of asset and wealth management at Anthropic

“With that data in Claude, advisors can get answers across their book of business in moments and spend more of their time acting on them.”

Tim White, Co-Founder & Chief Growth Officer at Wealth.com

“Advisors want to help clients navigate the decisions that matter most to their families, and tax and estate planning are central to those conversations.”

Tim White, Co-Founder & Chief Growth Officer at Wealth.com

“We’re excited to bring a focused experience powered by Ester into Schwab Advisor Center, helping advisors turn complex documents into clear insights and have deeper planning conversations.”

Tim White, Co-Founder & Chief Growth Officer at Wealth.com

“It also gives advisors a window into the broader capabilities of the Wealth.com platform, built to help them serve clients throughout the estate and tax planning process.”

Mark Swan, CEO and Co-Founder of Nevis

“Advisors lose valuable hours every week to operational tasks that could be better spent serving clients and growing their business.”

Mark Swan, CEO and Co-Founder of Nevis

“We believe that AI should do more than automate individual tasks – it should give advisors superpowers.”

Mark Swan, CEO and Co-Founder of Nevis

“Our agents handle complex workflows from start to finish, so every advisor can stop worrying about handoffs and rekeying and focus on giving every client the white-glove attention they deserve.”