Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has recently enhanced its integration with Schwab Advisor Services to incorporate more streamlined, single sign-on (SSO) capabilities for advisors’ end clients, as well as seamless digital account opening.

“Our integration with Schwab is rooted in a shared commitment to continuous innovation and building technology that simplifies the advisor and client experience,” said Dirk Pearson, Chief Operating Officer of Advyzon. “By investing together in seamless, integrated workflows, we’re driving new levels of efficiency and convenience across platforms, enabling advisors to focus more on delighting their clients and less on operational complexity.” 

With single sign-on between Advyzon and Schwab Alliance, end clients gain a truly unified experience: one login through Advyzon’s portal gives them seamless access to both comprehensive portfolio reporting and analytics, as well as Schwab Alliance’s account servicing features. This makes the Advyzon portal the single destination for clients to review their investments and manage key account activities without juggling multiple sets of credentials.

Leveraging Schwab’s new Digital Onboarding API, Advyzon has enhanced its existing digital account opening workflow with Schwab Advisor Center^® to make the process even more efficient and comprehensive. Advisors can now leverage more data already captured in Advyzon’s CRM to pass fully prepared account openings directly to Schwab Advisor Center^® for validation and onto client review and eAuthorization. By allowing more data to flow seamlessly between systems, this enhancement eliminates redundant steps and further streamlines the digital onboarding experience for both advisors and their clients. The result is a fully digital account opening process from end to end, with no more forms or physical paper needed, that utilizes Schwab’s eAuthorization for client electronic signature.

“We are proud to have Advyzon as a participant in the Schwab Advisor Services Third-Party Integration program,” said Alison Dooher, Head of Digital Advisor Solutions for Schwab Advisor Services. “Their innovation has allowed advisors to digitally deliver an experience that best supports their clients and continues to drive firm growth. The new digital onboarding experience and Schwab Alliance single sign-on integration are the types of functionality that advisors continually tell us they need to effectively and efficiently serve clients.” 

These recent updates build on the already robust capabilities enabled through the integration between Advyzon and Schwab Advisor Center. Since the initial data file integration in 2015, advisors have had access through the Advyzon platform to view and manage their clients’ Schwab accounts. Advisors also have access to Schwab Advisor Center alerts, the syncing of custodial documents, real-time holdings and balances, and contextual single sign-on to many pages within Schwab Advisor Center.

“The biggest thing is that we’re allowing firms to navigate the Schwab platform from inside of Advyzon,” said Pearson. “Our strength has always been allowing advisors to customize their experience within Advyzon. We want them to have the links and integrations that allow them to quickly access the information they need, and Schwab allows firms to do that by offering deep integration capabilities. These new integrations with Schwab Advisor Center’s digital onboarding and Schwab Alliance extend crucial capabilities to both the advisor and their end clients.”

These updates to the Schwab integration are now live on the Advyzon platform and available to advisors who use both Advyzon and Schwab Advisor Services. To learn more, please click here.

ADVYZON TO PRESENT WITH SCHWAB AT 2025 IMPACT® CONFERENCE

To provide more details on the relationship and explain why the expanded integration is so important in providing advisors with a more streamlined client management solution, Michael Williams, Strategic Relationship Manager at Advyzon and former Managing Director at Schwab for over 25 years, will join the Schwab Advisor Services third-party integration team for a Showcase session at the 2025 Schwab IMPACT conference. The session will take place on Thursday, November 6^th, 2025 from 10:30-11:00 AM MT at Showcase Stage B in the conference Exchange. Williams will provide an in-depth demo showing how financial professionals can harness these robust capabilities and turn them into efficiencies for themselves and their clients.