Democratizing the Rate of Return: Real-Time Portfolio Performance and Risk Reports for All Investors Regardless of Account Type
Case Study:
Given the market volatility over the past few years, more investors are demanding that their financial institution provide client reporting that answers the most basic question: "How am I doing?" With advancements in technology, Charles Schwab recognized an opportunity to bring to the masses a level of client reporting normally reserved for high-net-worth and ultra-high-net-worth investors. After evaluating the options to build, buy or partner, Charles Schwab decided to partner with Albridge, an affiliate of Pershing LLC, a BNY Mellon company, that has a proven record of accomplishment to generate on-demand portfolio performance and risk reports at the scale necessary for Charles Schwab's millions of investors.
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