Charles Schwab: Schwab Intelligent Portfolios Premium

Charles Schwab is the 2020 recipient of Aite Group’s Digital Wealth Management Impact Innovation Award in Hybrid Advice.

Boston, August 11, 2020 There is a common misconception that only the wealthy need—or deserve—a financial plan. Schwab Intelligent Portfolios Premium is designed to make financial planning easier, more affordable, and more accessible, plus change the perception that financial planning is just too complicated or too expensive for the average person. It builds customers a fully automated, diversified investment portfolio and comprehensive financial plan with a customized roadmap for reaching financial goals, along with 24/7 access to the financial plan via a comprehensive digital interface.

Aite Group’s Impact Innovation Awards are designed to recognize and celebrate innovation achieved by financial institutions leveraging technology to surpass the status quo. Award recipients are leading the industry by identifying and implementing new products, capabilities, or levels of automation and effectiveness that are bringing our industry one step closer to next-generation wealth management.

Clients of Aite Group’s Institutional Wealth Management service can download this nine-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].

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