Join Jake Gilliam, CFA, AIF^®, Head of the Multi-Asset Solutions Team supporting Schwab Asset Management Solutions, and Todd Johnson, Director of Channel Alliances at Nitrogen as they discuss the math, methodology and expertise behind Schwab’s model portfolios now available in the Nitrogen Partner Store.

Todd will then provide an interactive demo of how to unlock Trading Automation inside Nitrogen, and how you can seamlessly take Schwab models from discovery, to decisions, to trade execution, and keep everything on track.