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Schwab Intelligent Portfolios

intelligent-client.schwab.com

Schwab Intelligent Portfolios is an automated investing service that builds and manages diversified portfolios based on an individual's financial goals and risk tolerance. It offers rebalancing and tax-loss harvesting without advisory fees.

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Rationale

The candidate, Schwab Intelligent Portfolios, is an automated investing service. It does not offer a content-driven personal finance education platform with articles, guides, or multimedia content, nor does it have a newsletter or features related to content organization and discovery. Therefore, it does not align with any of the 'must-have' or 'other' features of the Fluent in Finance Platform.