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 |
|---|---|---|---|---|---|
| Knapsack Enterprise | Knapsack | Other, Practice Management | Full AI automation platform synced to your data. |
Yes | |
| Knomee | Knomee | Client Profiling FP, Practice Management |
|
Yes | |
| Koyfin | Koyfin | Research & Analytics | Market research, client proposals, and portfolio analytics with wide data coverage including stocks, ETFs, mutual funds, and economic data, in a modern, intuitive platform. |
Daily Data Files | No |
| Kwanti Analytics | Kwanti | Research & Analytics, Risk Analysis | Efficient platform for portfolio construction and proposal generation. |
API Integration, Daily Data Files, Single Sign On | No |
| GRACE Compliance and Conduct Risk | La Meer Inc. | Compliance | GRACE Compliance and Conduct Risk solution provides easy approach to establishing culture of compliance and manage oversight as per FINRA, SEC rules. |
Daily Data Files | Yes |
| Term Life Insurance | Ladder | Other, Practice Management | Ladder is term life insurance built to be instant, simple, and smart. |
No | |
| Laser App Enterprise | Laser App, A division of iPipeline, Inc. | Document and Form Management | Installed forms filling solution which leverages existing data. |
Yes | |
| Laser App Anywhere | Laser App, A division of iPipeline, Inc. | Document and Form Management | Cloud based forms filling solution which leverages existing data. |
API Integration, Single Sign On | Yes |
| LeadCenter.AI | LeadCenter AI Inc | CRM & CRM Consultants | All-in-One Advisors CRM including marketing, sales, & ops automation. |
Yes | |
| Client Happiness | Levitate | Practice Management | Your one-stop shop for turning happy clients into loyal advocates. |
SIT Provider | Yes |
| LifeYield Portfolio Advantage | LifeYield | Financial Planning | Automate and quantify optimal asset location in dollars and cents. |
Daily Data Files, Single Sign On | No |
| LifeYield Social Security Advantage | LifeYield | Financial Planning | Maximize Social Security, interface compares best strategies that show. |
Daily Data Files, Single Sign On | Yes |
| Liquidity Calendar | Liquidity Calendar Services LLC | Portfolio Management & Reporting | Understand your liquidity across strategies, funds, tranches and more. |
Yes | |
| Lockton Advisor - RIA Cyber Liability and E&O Insurance | Lockton Affinity | Cybersecurity, Practice Management | Cyber Liability, E&O and Fiduciary Insurance solutions customized for fee-only RIAs |
Yes | |
| PRO | LOGICLY | Portfolio Management & Reporting | AI-powered solution that simplifies and automates portfolio management. |
Daily Data Files | Yes |
| BASE | LOGICLY | Research & Analytics | Yes | ||
| Lumiant | Lumiant | Website & Portal | An advice engagement & client experience platform. |
No | |
| Lumiant HALO | Lumiant | Client Profiling FP | Health Analysis and Longevity Optimization Assessment |
No | |
| Magnifi.com | Magnifi | Practice Management, Research & Analytics | Modern investment marketplace to discovery, diligence, & act-on funds. |
Daily Data Files | No |
| MarketXLS | MarketXLS Limited | Research & Analytics | Excel-based investment research solution. |
Yes | |
| Masttro | Masttro | Data Aggregator, Other, Portfolio Management & Reporting, UHNW Technology | Wealth platform for RIAs serving complex UHNW clients |
Daily Data Files | No |
| medicaresimple | MedicareSimple | Financial Planning, Practice Management | Preferred destination for learning, connecting and managing Medicare. |
SIT Provider | Yes |
| Milemarker | Milemarker | Other, Practice Management | Milemarker helps advisory firms gain control of what they deliver. |
No | |
| Mirador, LLC Middle Office Services | Mirador | Outsourcing Providers | Middle office support as an extension of your staff; reduce in-house need. |
Daily Data Files | No |
| Mirador, LLC Advisor-Client Portal | Mirador | UHNW Technology, Website & Portal | A next generation digital protal built to serve advisors and clients. |
Daily Data Files | No |