INSART Partners With Charles Schwab

INSART, a software development company specializing in Fintech products, announced it has partnered with Charles Schwab, a leading provider of financial services. This partnership will enable INSART to help financial firms and vendors integrate with Schwab.


According to the partnership agreement, INSART has become a participant in Schwab OpenView MarketSquare™, an online resource in which advisors who custody with Schwab Advisor Services™ can find product ratings and reviews based on the collective, real-world experiences of fellow advisors.


At Schwab OpenView MarketSquare™, INSART presented as a provider of the following products:

  • CRM Integrations. When integrating with one of the top 5 CRM for financial services firms, INSART provides a full integration cycle from analysis to implementation.
  • Fintech Engineering Teams. INSART offers secure teams experienced in Wealthtech and Fintech product building and customization.
  • Integration Partner. INSART’s vast experience in integrating custodians, brokerages, and 3rd party solutions saves Fintech companies at least 25% time compared to inexperienced teams.


Schwab OpenView MarketSquare provides information about technology vendors and products and enables financial advisors to link directly to participating vendors’ websites and contact information from the listing, research new technology solutions and share their experiences with others by submitting reviews of the technology vendors.

About Charles Schwab

Charles Schwab provides a full range of wealth management, securities brokerage, banking, asset management, custody and financial advisory services to individual investors and independent investment advisors. More information is available at


INSART is a software development partner for Fintech companies. Our dedicated engineering teams support Fintech industry leaders on their journey to success. For more information, please visit


Helen Rudenko
Marketing Team Lead

November 9, 2020