Deal Sourcing & Screening for Financial Advisors with Schwab Advisor Center
The Problem
Wealth Management associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.
What We Build in Schwab Advisor Center
AI pre-screens deals against the fund's thesis in Orion, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Schwab Advisor Center — uses the native API or agent integration so nothing leaves the system of record.
Schwab Advisor Center Integration Approach
Audit your Schwab Advisor Center configuration
We map the specific Schwab Advisor Center objects, custom fields, and workflows the automation needs to touch for your wealth management practice.
Build on the Schwab Advisor Center API or agent
Integration happens inside Schwab Advisor Center — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Schwab Advisor Center with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Schwab Advisor Center instance
30-minute call. We'll look at your actual Schwab Advisor Center setup and show exactly how this workflow fits.