Charles Schwab partners with Nevis to streamline advisor workflows using AI
SCHW•Charles Schwab entered a strategic partnership with Nevis and invested in its AI-powered wealth management platform. The companies will develop advisor workflows and integrations with Schwab Advisor Center, with client onboarding as an early priority.
1. Workflow development
The collaboration will develop advisor workflows and deeper integrations with Schwab Advisor Center to reduce manual operational work. Early efforts will focus on client onboarding, including document collection, account opening and transfers.
