Advisors report mixed feedback on Schwab Advisor Portfolio Connect, praising its low cost and basic functionality but highlighting weak reporting, subpar client portal capabilities, and specific...

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    "summary": "Advisors report mixed feedback on Schwab Advisor Portfolio Connect, praising its low cost and basic functionality but highlighting weak reporting, subpar client portal capabilities, and specific billing limitations.",
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        "author": "Never_Stop_Stopping",
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        "excerpt": "We use it alongside a few other tools and it does the job for basic performance reporting, not amazing but functional. The client portal side is where it falls a little flat compared to what you'd get from something more specialized like Advyzon. If you're just looking for something simpler and already in the Schwab ecosystem it might be worth a look, but don't expect it to blow you away",
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        "author": "winning_bigly_",
        "excerpt": "It blows for billing. Major issue - you can't bill a Roth's fee share to a taxable account without over-billing traditional IRA's. So, we use Altruist for Schwab billing. 🤷",
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    "post_text": "Any advisors out there using Portfolio Connect through Schwab? I'm currently with Advyzon and mainly use them for performance reporting and fee invoicing but I think their performance reporting and client portal have some room for improvement. If you are using Portfolio Connect, I'd be interested in hearing your experience. Thanks.",
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