Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Portfolio Performance Reporting | Schwab

At Schwab, we’ve developed a tool that can help you answer this question by letting you select the appropriate benchmark based on your risk and return targets. Compare portfolio performance against your benchmark over different time periods. See if you’re getting the appropriate return for the risk you’re taking.

Schwab’s Portfolio Performance Reporting provides you with the confidence to know how your portfolio is working at any time. Available to all Schwab clients, put it to work for you today.

Charles Schwab
  • Portfolio Performance Reporting
Charles Schwab

Companies that integrate with Schwab’s Portfolio Performance Reporting

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

BlazePortfolio
BlazePortfolio
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Charles Schwab

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.