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Description
Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.
Description
Founded in 1981, Phoenix Systems is a fintech software development firm that stands out as a trusted partner in delivering reliable, adaptable, and cost-efficient software solutions specifically for the global financial services sector. Our comprehensive software offerings encompass mutual fund transfer agent and shareholder recordkeeping, mutual fund sub-accounting, mutual fund trading, as well as settlement and reconciliation services. As a highly experienced developer in the fintech space, we create impactful solutions designed to cater to the distinct requirements of your business. All of our products are modular and built on a rules-based framework, enabling rapid adjustments to meet changing client needs. With an impressive clientele featuring top-tier global financial institutions, Phoenix Systems has established a solid reputation for successfully delivering intricate software solutions tailored for the financial services industry, ensuring client satisfaction and innovation in every project we undertake. We are committed to ongoing development, ensuring our solutions remain at the forefront of industry advancements.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
APS Payroll
Clockwork
Financial Tech Wiz Trading Journal
Kinfo
Maxima
Moneytree
Nitrogen
Obol
ProTracker Advantage
ProTracker RMD
Integrations
APS Payroll
Clockwork
Financial Tech Wiz Trading Journal
Kinfo
Maxima
Moneytree
Nitrogen
Obol
ProTracker Advantage
ProTracker RMD
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Charles Schwab
Founded
1973
Country
United States
Website
www.schwab.com/brokerage
Vendor Details
Company Name
Phoenix Systems
Founded
1981
Country
United States
Website
www.phoenix-systems-inc.com