Schwab announced a new partnership with NDEX Systems that adds single‑sign‑on (SSO) functionality and a fully integrated client‑onboarding workflow to its Advisor Center platform. The integration, released on January 8 2026, lets independent advisors log in once to access both Schwab’s and NDEX’s tools and to onboard new clients without leaving the Schwab environment.
The SSO feature eliminates the need for multiple credentials, reducing login friction and improving security. The integrated onboarding workflow pulls client data from NDEX’s multi‑custodian data utility, normalizes it, and feeds it directly into Schwab’s systems, cutting the time required to set up a new client from days to minutes. The result is a smoother experience for advisors and higher data accuracy for the firm.
Schwab’s move fits a broader strategy to strengthen its Advisor Center platform after the 2020 acquisition of TD Ameritrade. By partnering with a leading data‑utility provider, Schwab is addressing a key pain point for advisors—streamlined data access and compliance—while differentiating itself in a crowded wealth‑management market. The integration also supports Schwab’s ongoing investment in technology, including AI‑driven tools, to keep advisors productive and clients satisfied.
Schwab’s recent financial performance underscores the importance of this investment. In Q3 2025, the firm reported earnings per share of $1.31, beating analyst estimates of $1.25, and revenue of $6.38 billion, exceeding expectations. Net new assets grew sharply, and the company’s stock reached an all‑time high of $103.74 on January 5 2026. The new NDEX integration is positioned to sustain this momentum by improving advisor efficiency, reducing onboarding costs, and attracting new independent advisors to the platform.
NDEX Systems’ CEO, who highlighted the partnership, said, “The integration with Schwab provides advisors with clean, compliant, and actionable data across every custodian and asset type, streamlining the entire client‑onboarding process.” The quote illustrates how the collaboration delivers tangible value to advisors and aligns with Schwab’s goal of simplifying complex workflows.
Analysts have maintained a “Moderate Buy” consensus on Schwab, with several firms raising price targets and citing the company’s strong earnings track record and robust asset growth. The new integration is expected to reinforce Schwab’s competitive edge and support continued client acquisition, reinforcing the positive outlook for the firm’s advisory business.
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