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 |
|---|---|---|---|---|
| WealthBalancer | Northfield Information Services, Inc | Financial Planning | Goal based investment planning for households considering risk and taxes |
|
| StreetbeatPRO | Nowcasting.ai INC dba Streetbeat | IT/Infrastructure/Hosting, Other, Practice Management | AI financial API for advanced investment management and insights. |
|
| InsightsAdvise for Independent Advisors | NVISO | Client Profiling FP, Financial Planning | Help clients uncover their true feelings about finance |
|
| OnBord | OnBord | Document and Form Management, Practice Management | A simple, secure tool that creates a seamless onboarding experience for both client and staff. |
|
| Perfona | OpEff_Perfona | Portfolio Management | Perfona is the first web based comprehensive Portfolio Management System. |
|
| Custom SMAs | OpenInvest | Research & Analytics, Trading & Rebalancing | Tech-enabled asset manager with ESG SMA capabilities advisors can offer clients. |
|
| Models | OpenInvest | Trading & Rebalancing | Passive ESG models that track a chosen benchmark and allow seamless direct indexing. |
|
| Orion Advisor Services | Orion Advisor Services | Integrated Platform, Portfolio Management | Technology that empowers advisors to be independent fiduciaries. |
API Integration, Daily Data Files, Single Sign On, Trading Integration |
| Risk & Personality Alignment Solution | Oxford Risk | Financial Planning, Risk Analysis | Irrational investors lose up to 300bps per year due to emotional decision-making. |
|
| Internet eXpress | Paperclip Inc | Other, Practice Management | Internet based electronic document package delivery service enabling secure, cost-efficient, scalable delivery with tracking and accountability to trading partners including Broker/Dealers, RIAs, BGAs and Insurance Companies. |
|
| MOJO | Paperclip Inc | Document and Form Management | Mojo uniquely combines machine learning and crowdsourced human intelligence to transcribe, translate and interpret handwritten or typed data enabling 99.9% accuracy with greater speed than ever before eliminating the need to manually enter data into back-office systems. |
|
| eM4 eSigning | Paperclip Inc | Compliance, Other, Practice Management | B2B/B2C compliant email encryption service that includes click and close eSign with no setup: supporting 17 file formats, integrated to document workflow. |
|
| SAFE | Paperclip Inc | Document and Form Management | Cyber security solution augmenting any database for protecting critical client data while in use, rendering the data useless if stolen. |
|
| Virtual Client Folder (VCF) | Paperclip Inc | Document and Form Management | Cloud based SEC/FINRA compliant paperless workflow and document management. |
|
| Pave Pro software for investment advisers | Pave Finance, Inc. | Research & Analytics, Risk Analysis | Pave’s software allows advisers to create customized portfolios. |
Daily Data Files, Trading Integration |
| Retirement Advantage | Pension Resource Institute | Compliance, Practice Management | ||
| PitchBook Platform | PitchBook Data | Research & Analytics | PitchBook is a financial database company that provides transparency into the capital markets. |
|
| Salesforce.com Consulting Partner | Platinum Cubed | CRM Consultants | P3 brings organizational consulting together with Salesforce.com. |
|
| RebalX | Portfolio Pathway | Trading & Rebalancing | Rebalancing and trade order management with FIX connectivity. |
Daily Data Files |
| Wealth Reporting | Portfolio Pathway | Portfolio Management | Flexible wealth reporting in a simplistic, web-based platform. |
Daily Data Files |
| PortfolioShop | PortfolioShop | Billing, Integrated Platform, Portfolio Management, Reporting, Trading & Rebalancing | PortfolioShop is a leading Portfolio Management software provider, offering solutions for shadow accounting, performance measurement, client reporting and risk management. |
Daily Data Files |
| Practifi | Practifi | CRM | Practifi is the business management platform powering growing financial advice firms around the world. |
API Integration, Single sign-on |
| Client Data Gathering, Client Engagement, Risk Tolerance, Workflow Automation | PreciseFP | Client Profiling FP, Risk Analysis | Wealth management industry’s leading data gathering and client engagement solution. |
API Integration, Single Sign On |
| Real-time compliance | Presults | Compliance | Real-time compliance monitoring that eliminates manual processes. |
|
| Prismm | Prismm | Financial Planning, Practice Management, Website/Portal | Prismm: Secure digital vault for seamless wealth transfer & client retention. |