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.

Discount Eligibility
Product Company Category Summary Schwab Integration & Programs Offers Schwab Client Discount
Advent Moxy® SS&C | Advent Trading & Rebalancing

​​​​​​Industry standard multi-asset, multi-currency, full-lifecycle OMS, including pre-trade and post-trade compliance, enabling wealth managers to efficiently implement investment strategies and monitor portfolios.

 Daily Data Files, Trading Integration Yes
Salentica Engage SS&C | Salentica CRM & CRM Consultants

An integrated CRM platform powered by Microsoft Dynamics 365.

 API Integration, Single Sign On Yes
Salentica Data Broker SS&C | Salentica CRM & CRM Consultants

Cloud-based integration platform for Salesforce & Microsoft Dynamics.

 API Integration, Single Sign On No
Salentica Elements SS&C | Salentica CRM & CRM Consultants

An integrated CRM solution powered by Salesforce Lightning Platform.

 API Integration, Single Sign On Yes
YourStake Stake PBC Research & Analytics

YourStake.org provides all the tools financial advisors need to help clients understand and grow their social + environmental impact.
 

 Daily Data Files No
Wealthbox Starburst Labs, Inc. CRM & CRM Consultants

Wealthbox is simple, powerful, and beautiful CRM for financial advisors.

 Daily Data Files, Single Sign On Yes
Insurance for RIA's and Financial Institutions with a consultative approach. Starkweather & Shepley Other, Practice Management

The Financial Institutions Practice Group of Starkweather & Shepley provides "hands-on" service to ensure high quality and competitively priced insurance coverage options to address your firm's individual risk  needs.

 Yes
StockCalc StockCalc Research & Analytics

StockCalc helps you understand the value of the stocks and ETFs in your portfolio.

 Yes
StockSnips StockSnips Research & Analytics

High performing, innovative, active portfolios that leverage AI technology.
 

 Yes
StratiFi's PRISM Ratings™ risk scoring technology StratiFi Risk Analysis

StratiFi empowers financial advisors with cutting edge technology to create a more holistic view of a household's financial wellness to win prospects, increase wallet share and improve client experience.

 

 API Integration Yes
Subatomic IQ Subatomic Data Aggregator, IT/ Infrastructure/ Hosting/ Cloud Storage, Other

The unified data foundation that powers AI in wealth management

 Daily Data Files Yes
Subatomic AI Co-Workers Subatomic Other, Practice Management

AI team members that run your firm's operational work, not tools

 Daily Data Files Yes
Summitas Summitas Integrated Platform, Other, Website & Portal Yes
Sycamore Client Manager Sycamore Company CRM & CRM Consultants

Fully integrated CRM built for Advisors—Salesforce without the hassle.

 Yes
Syntax Direct: Personalized Portfolio Solutions Syntax Data Data Aggregator, Portfolio Management & Reporting, Research & Analytics

Design hyper-customized portfolios and automate your investment process

 API Integration Yes
T2M Managed IT Services T2M Works Cybersecurity, IT/ Infrastructure/ Hosting/ Cloud Storage

Microsoft-native managed IT for RIA compliance & governance

 Yes
My Caddy T2M Works Other

AI-powered client review prep — native to Salesforce & M365

 Yes
Talagent Talagent Financial Inc. Risk Analysis

Talagent integrates portfolio risk management, rebalancing, scenario analysis, stress testing and optimization.

 Daily Data Files No
Withholding Tax Reclamation TaxTec Other

TaxTec provides a withholding tax reclaim service on cross-border securities.

 Yes
Claims Monetization TaxTec Other

Reinvest income or manage funds - TaxTec turn receivables into immediate income.

 Yes
Website & Collateral TE+A Marketing Website & Portal

TE+A specializes in branding & marketing for advisors.

 Yes
Outbound Marketing/Lead Generation TE+A Marketing Practice Management

AMP orchestrates all your outbound marketing efforts.

 Yes
IT Strategy Consulting TechTBD Outsourcing Providers, Practice Management, Technology Consultants Yes
Telemet Orion Telemet America, Inc. Research & Analytics

Real-time trading data, charts, equity research and portfolio attribution.

 Yes
Terrapin Technologies Terrapin Technologies Billing, Compliance, Data Aggregator, Integrated Platform, Other, Portfolio Management & Reporting, Practice Management, Research & Analytics

Data, compensation, and reporting solutions for wealth management firms. 

 SFTP No

There are 484 result(s) that match your criteria.

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.

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