Schwab IMPACT 2026
Your operations team spends the week before quarter-end typing numbers that already exist. Custodial statements, transfer paperwork, capital call notices, margin agreements, read once, re-keyed into the reporting system, then filed. Come see the agents that do the reading instead, working alongside your custodian and the systems you already run.
Date
October 27th to 29th, 2026
Venue
Boston, MA
Book a Meeting
Meet the team
Joe Rost
VP, Wealth Solutions
150+
Institutions Trust Uptiq
Why meet with Uptiq at IMPACT
One AI system across the whole client relationship.
Independent firms don't grow their operations team as fast as they grow assets, so the work absorbs into the people already there. And most of that work is reading a document someone else produced and typing its contents somewhere else. Uptiq puts agents into that path, so your team stops being the bridge between a PDF and your reporting system.
Win the relationship, onboard it cleanly, grow it after close , one system, not three.
Win the relationship, onboard it cleanly, grow it after close , one system, not three.
Intake agent win the relationship.
Reads, classifies and files everything that arrives as a PDF: brokerage and custodial statements, tax documents, K-1s, prospect paperwork. Your team only touches what needs a person.
Onboarding agent onboard it cleanly.
Account opening and ACAT transfers handled end to end, with missing items chased automatically rather than by someone on your team.
Servicing agent grow it after close.
Capital call notices, margin agreements, ongoing reporting obligations tracked continuously, with alerts before a deadline becomes a problem.
One system, not another vendor.
Every agent works from the same source of truth, so intake, onboarding and servicing stop being three separate integrations to maintain.
What bank-grade actually means
Interesting is easy. Implementable is the hard part — and it comes down to three things, each with a proof point behind it rather than a claim.
Grounded
Every agent is steeped in your firm's own policies, processes and client structures, not a generic model guessing at your business.
Provable
Every extracted value traces back to the page and position it came from. Nothing enters your reporting system unsourced.
Governed
Human-in-the-loop approval and publish-and-rollback control stay with your team, not the vendor.
