SCHW · News · 20261103N

Distribution Channels and Partnerships

SCHWAB CHARLES CORP · 2026-11-03 · Importance 26 · Surprise 30

NDEX Systems is expanding its relationship with Schwab Advisor Services to offer registered investment advisors (RIAs) its wealth management platform and data aggregation capabilities. The offering lets firms consolidate information from multiple custodians and asset types in one application, with the option to use the full platform or selected functions. Existing Schwab integrations support automated daily feed-file ingestion, single sign-on, client onboarding and trading, and NDEX is working on further integration for advisors using Schwab.

Key facts

• NDEX Systems expanded its relationship with Schwab Advisor Services to offer RIAs its wealth management platform and data aggregation capabilities. source
• NDEX's existing integrations with Schwab support automated daily feed file ingestion, single sign-on, client onboarding and trading. source
• NDEX is working on further integration to support advisors working with Schwab. source