Vendor
iRebal (Standalone Version)
Schwab Advisor Services offers technology and wealth services designed to support independent Registered Investment Advisors (RIAs) in growing their firms and serving their clients better.
Sector footprint
One company, every side of the market
WealthThis site
iRebal (Standalone Version)
Schwab Advisor Services offers technology and wealth services designed to support independent Registered Investment Advisors (RIAs) in growing their firms and serving their clients better.
Capability matrix
| Capability | iRebal (Standalone Version) |
|---|---|
| Trading / Rebalancing | ● |
Parent organization
iRebal (Standalone Version)
Founded
1986
Scale
1 sector presence