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 |
|---|---|---|---|---|---|
| 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 |
| Mirador, LLC Expert Services | Mirador, LLC | CRM & CRM Consultants, Technology Consultants, UHNW Technology | Technology & operations consulting: strategy; selection; implement; operate. |
Daily Data Files | No |
| Mirador, LLC Consolidated Financial Reporting | Mirador, LLC | Data Aggregator, Outsourcing Providers, Portfolio Management & Reporting, UHNW Technology | Data aggregation, analysis, and reporting service for financial advisors. |
Daily Data Files | No |
| MirrorWeb Insight | MirrorWeb | Compliance | A communications surveillance platform for the modern workplace. |
Yes | |
| Mobile Assistant | Mobile Assistant, Inc. | Practice Management | Mobile Assistant is the secure, accurate way to document client meetings. |
Yes | |
| Moment Portfolio Management Solutions | Moment | Portfolio Management & Reporting | Portfolio construction, reporting, and rebalancing tools with native AI capabilities |
Daily Data Files | No |
| Moment Order and Execution Management Solutions | Moment | Trading & Rebalancing | Integrated OEMS with smart order routing and block execution |
Daily Data Files | No |
| Moneytree Advise | Moneytree Software, An Accutech Company | Financial Planning | Intuitive navigation allows view of side-by-side scenario comparisons for rich client interaction |
API Integration | Yes |
| Moneytree Plan | Moneytree Software, An Accutech Company | Financial Planning | Make recommendations on client financial situation using goal-base and cashflow-based planning tools. |
API Integration | Yes |
| Morningstar® Direct Advisory Suite | Morningstar | Portfolio Management & Reporting, Research & Analytics | Connected suite of tools spanning proposal creation, investment research, and investment planning |
API Integration, Daily Data Files | Yes |
| Morningstar Direct℠ | Morningstar | Research & Analytics | Investment analysis and bespoke reporting platform. |
No | |
| Morningstar® ByAllAccounts® | Morningstar | Other | Complete and consistent data aggregation from over 15,000 sources. |
Daily Data Files | No |
| PitchBook Platform | Morningstar | Research & Analytics | PitchBook is a financial database platform that provides transparency into the capital markets. |
No | |
| Salesforce.com Consulting Services | Mosaik Consulting LLC | CRM & CRM Consultants | End to end Salesforce consulting services for financial services. |
Yes | |
| Fractional Chief Investment Officer Service | Mount Ararat Fractional CIO Service | Outsourcing Providers, Portfolio Management & Reporting, Research & Analytics | Fractional Chief Investment Officer Service to fee-only RIA firms |
No | |
| Moxo | Moxo | Document and Form Management, Financial Planning, Integrated Platform, Portfolio Management & Reporting, Practice Management, Website & Portal | Streamline external projects with digital interaction workflows. |
No | |
| Live Briefs PRO North America | MT Newswires | Research & Analytics | North American broad market, sector and security specific news that matter most to you and your clients. |
Yes | |
| Live Briefs PRO Global Markets | MT Newswires | Research & Analytics | Global broad market, sector and security specific news that matter most to you and your clients. |
No | |
| Nasdaq Dorsey Wright Research Platform | Nasdaq Dorsey Wright | Portfolio Management & Reporting, Research & Analytics | A technical research firm using trend and relative strength analysis. |
Daily Data Files | Yes |
| Wealth Management Solutions | NDEX Systems | Billing, CRM & CRM Consultants, Integrated Platform, Portfolio Management & Reporting, Trading & Rebalancing | We combine the most trusted financial data with patented wealth management and accounting solutions to deliver a complete wealth management platform that saves time and adds value. |
Daily Data Files, Trading Integration | Yes |
| Data Solutions | NDEX Systems | Data Aggregator, Outsourcing Providers, Portfolio Management & Reporting | Our patented software aggregates, normalizes, reconciles and bridges widely sourced financial data into clean, actionable data. |
Daily Data Files | Yes |
| Macroeconomic and Investment Research | Ned Davis Research | Portfolio Management & Reporting, Research & Analytics | Market analysis and investment ideas through independent, objective research. |
Yes | |
| Model Portfolios | Ned Davis Research | Portfolio Management & Reporting, Trading & Rebalancing | Model portfolios for tactical allocation and thematic investing leveraging NDR's 360 approach. |
No | |
| StockOpter Pro | Net Worth Strategies Inc | Other, Research & Analytics | Equity Compensation Tax Planning and Strategy Modeling. |
Yes | |
| StockOpter.com | Net Worth Strategies Inc | Research & Analytics | Equity compensation risk analysis & diversification criteria monitoring. |
Yes |