SCHWAB OPENVIEW GATEWAY

Software application programming interfaces, development tools and platforms provided to third party software developers to allow for integration and communication between existing software utilized by investment advisors and software for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting and investment performance tracking

Providing technical support services, namely, troubleshooting of computer software problems and technical consulting in the field of design and development of computer software for investment portfolio management