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Schwab revamps iRebal, but the software remains TD exclusive until 2023

Enhancements include a new dashboard view and a grid interface for porting data from other programs.

Justin difilippoJon patulloAdvisor centerSchwab advisor servicesModel market centerTd ameritradeSchwab advisor solutionsCharles schwabSchwab advisorRiskalyze tradingFearless investing summitBlaze portfolio

Schwab Retools iRebal

A new dashboard, simplified navigation and ease-of-use should prove enticing to potential Schwab advisors.

United statesJustin difilippoDonald caponeJon patulloPaul jacksonJk financial incModel market centerSchwab advisor services td ameritrade institutionalTd ameritradeDigital advisor solutions for schwabLifestyle asset management incAdvisor centerSchwab advisor servicesDigital advisor services at schwabDigital advisor solutionsLifestyle asset management

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