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Schwab Gateway Integrates With MorningStar

Wednesday, July 23, 2014 5:00:00 AM PDT | VentureDeal

   San Francisco, California  --  Schwab Intelligent Technologies announce that Morningstar will participate in its technology platform.

Called Schwab OpenView Gateway, the open-architecture platform enables integration between Schwab systems and participating technology providers, such as Morningstar.

Specifically, the integration will make custodial data from Charles Schwab available within the portfolio management platform of Morningstar Office.

The agreement promises to enable Morningstar to deliver its value propositions more efficiently to independent registered investment advisors (RIAs).

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