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Smart Circle is an innovator in direct sales backed by Smart Circle Sales Network of independent corporate distributors and international retail partners. Smart Circle is an innovator in direct sales backed by Smart Circle Sales Network of independent corporate distributors and international retail partners. Menu Who We Are
Institutional Intelligent PortfoliosÂ® (âIIPâ) is a technology and service platform made available by Schwab Performance Technologies (âSPTâ) to independent investment advisors (âAdvisorsâ) who maintain a business relationship with Schwab Advisor Servicesâ¢, a division of Charles Schwab & Co., Inc. (âSchwabâ).