AdvisorEngine Integrates With Charles Schwab Trust Bank, Expanding Data Connectivity for Its Wealth Management Platform
BENFranklin Resources(BEN) Businesswire·2024-03-13 21:00

NEW YORK--(BUSINESS WIRE)--AdvisorEngine®, the financial experience company, continues to broaden its data connectivity capabilities through integrations with key institutional partners. AdvisorEngine announced today its integration with Charles Schwab Trust Bank, providing its wealth management platform the ability to digitally serve advisory firms with client accounts at the bank. Charles Schwab Trust Bank is a fiduciary-oriented bank that provides trust and custody services to more than 20,000 employee b ...