Provider Listings
Leverage Schwab's relationship with RIA vendors across the industry to research and select a solution that may be right for your firm.
Find your firm's next provider
To help you find the right solutions for your firm, use the filters below to select the kind of tool or service you need. You can also filter results based on the level of integration with Schwab or even the provider's name. You can then easily focus in on those that may fit your needs, and click through to view detailed information, including screenshots of the technology in action.
| Product | Company | Category | Summary | Schwab Integration & Programs | Offers Schwab Client Discount |
|---|---|---|---|---|---|
| AdvisorEngine | AdvisorEngine | CRM & CRM Consultants, Portfolio Management & Reporting, Trading & Rebalancing | Advisor Engine builds powerful and intuitive technology for financial firms and advisors to help grow their business. |
API Integration, Daily Data Files | No |
| Addepar|AdvisorPeak | AdvisorPeak | Trading & Rebalancing | Addepar | AdvisorPeak's trading and rebalancing software is the most powerful and intuitive way to manage your client portfolios. Created by a team of experts with over a decade of experience building wealth management software and backed by the vast R&D and support resources of Addepar, the solution consolidates and automates your rebalancing workflows. Addepar | AdvisorPeak’s interface enables you to create and apply models, configure drift thresholds and generate trade orders all in one place. You’ll spend less time on tasks such as manually calculating deviations and keying in orders. Eliminating these steps reduces error risk and frees up your time to focus on growing client relationships. |
Trading Integration | No |
| AdvisorStream | AdvisorStream Limited | Other, Practice Management | Automated client communication/digital content marketing platform for financial advisors. |
Yes | |
| Advisor Websites | AdvisorWebsites.com | Website & Portal | Web platform designed to create and manage compliant, user-friendly advisor sites. |
Yes | |
| Advyzon | Advyzon | Billing, CRM & CRM Consultants, Integrated Platform, Portfolio Management & Reporting, Trading & Rebalancing, Website & Portal | Complete technology solution for running an advisory practice. |
API Integration, Daily Data Files, Single Sign On, Trading Integration | Yes |
| Agio SEC Cybersecurity Governance Program | Agio | Cybersecurity | A proactive compliance program to align your technology with SEC cybersecurity. |
Yes | |
| Agio SkySuite | Agio SkySuite | IT/ Infrastructure/ Hosting/ Cloud Storage | IT-as-a-Service solution hosted and secured in the public cloud. |
Yes | |
| Advisor Transitions | Agreement Express (AEX) | AEX Transitions is a SaaS-based solution that digitizes and streamlines processes for advisors transitioning between firms. |
API Integration | No | |
| Retirement Health Advisor | Aivante | Financial Planning | Create fast projections of lifetime healthcare spending, personalized to client health and location. |
No | |
| Alkymi Data Inbox | Alkymi Data Inbox | Document and Form Management, Practice Management | Alkymi Data Inbox is a data extraction and automation application. |
Yes | |
| AllBackoffice Managed Operations Solutions | AllBackoffice Consulting, LLC | Outsourcing Providers, Portfolio Management & Reporting | Managed reporting and billing for PortfolioCenter® and Web Reportal. |
Daily Data Files | Yes |
| Create My Portfolio | ALLINDEX | Research & Analytics | Intuitive Direct & Bespoke Index creation technology. |
Yes | |
| FINDALL | ALLINDEX | Research & Analytics | A thematic search engine generating investment universes in minutes. |
Yes | |
| AllocateRite | AllocateRite | Client Profiling FP, Data Aggregator, Integrated Platform, Portfolio Management & Reporting, Research & Analytics, Risk Analysis | Wealth and Asset management platform powered by AI. |
Daily Data Files | Yes |
| factorE | AlphaCore Technologies, LLC | Research & Analytics, Risk Analysis | factorE - a portfolio risk discovery platform for efficient advisors. |
Yes | |
| Direct Indexing & Personalization | Alphathena | Portfolio Management & Reporting, Research & Analytics | AI enhanced Web & API Platform for Direct Indexing & Personalization. |
Daily Data Files | Yes |
| Tax Efficient Auto Rebalancer | Alphathena | Trading & Rebalancing | Rebalancer with Optimized Tax Loss Harvesting & Portfolio Transitions |
Daily Data Files | Yes |
| ARQA | Altair Wealth Systems Holdings, LLC | Data Aggregator, Portfolio Management & Reporting, Practice Management | AI-powered wealth management platform for RIAs, family offices, and HNWIs. |
Yes | |
| Altigo | Altigo | Other, Practice Management | Straight through processing technology for alternative investments. |
No | |
| EnrichVideo | Amigobulls Inc | Portfolio Management & Reporting | HNI client engagement with actionable insights for financial advisors. |
Yes | |
| Zephyr | An Informa Company | Client Profiling FP, Integrated Platform, Portfolio Management & Reporting, Research & Analytics, Risk Analysis | Zephyr gives Advisors the tools to better understand & inform their clients so that they can spend more time growing their business & engaging with their clients |
Daily Data Files | Yes |
| Anasova Prospect Marketplace | Anasova | Other, Practice Management | Generate a steady stream of pre-qualified prospects to grow your business. |
Yes | |
| AccuProfile | Andes Wealth Technologies | Research & Analytics, Risk Analysis | The Google Maps for Advisors - Navigate emotions w/ client profiling. |
Daily Data Files | No |
| AccuRisk | Andes Wealth Technologies | Risk Analysis | The Google Maps for Advisors - Navigate risk with 360˚ visualization. |
Daily Data Files | No |
| Industry Data for Wealth Management | AppCrown LLC | CRM & CRM Consultants, Portfolio Management & Reporting | AppCrown delivers Industry Data, system integrations, into Industry Cloud CRMs. |
Yes |