SRT UAT
SRT UAT Summary
SRT UAT is a free Android app in Finance by Retirement Technologies. Released in Mar 2022 (4 years ago). It has about 26+ installs Based on AppGoblin estimates, it reaches roughly 2.00 monthly active users . Store last updated Sep 24, 2025
SRT UAT SDKs Summary
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App Description
Explore Schwab RT's app for plan participants.
Explore the new app for plan participants from Schwab Retirement Technologies® (Schwab RT). For information about licensing this app, please contact schwabrt@schwab.com.
FEATURES FOR PLAN ADMINISTRATORS
• Brand your licensed app with your own icon, logo, and colors
• Provide plan-specific branding after participants log in
FEATURES FOR PLAN PARTICIPANTS
• Use biometrics to log in conveniently and securely
• Check balances, portfolio performance, and recent transactions
• View and update investment elections
• Snap photos of documents and upload them securely to the plan administrator
• Get a retirement income forecast (optional; requires vWise IRIO license)
• View educational videos about saving and investing principles
• Research investment performance
• Manage beneficiaries and other profile information
DISCLOSURE
For institutional use only; not intended for use by individual plan participants. This app is still in development; all screens are subject to change. Plan, participant, and investment details are fabricated and do not represent real data. Investment data are provided for illustrative purposes only and do not constitute a recommendation by Schwab RT or a solicitation of an offer to buy or sell any securities.
vWise is not affiliated with or employed by the Charles Schwab Corporation. Schwab RT does not supervise third party firms and takes no responsibility to monitor the services they provide to you.
The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Schwab Retirement Technologies, Inc.® (Schwab RT). Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Trust, custody and deposit products and services are available through Charles Schwab Trust Bank, Member FDIC. Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators.
©2021. Schwab Retirement Technologies, Inc. All rights reserved. (0421-15JV)