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 |
|---|---|---|---|---|
| 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 |
| Salentica Data Broker | SS&C | Salentica | CRM | Cloud-based integration platform for Salesforce & Microsoft Dynamics. |
API Integration, Single Sign On |
| Salentica Elements | SS&C | Salentica | CRM | An integrated CRM solution powered by Salesforce Lightning Platform. |
API Integration, Single Sign On |
| Salentica Engage | SS&C | Salentica | CRM | An integrated CRM platform powered by Microsoft Dynamics 365. |
API Integration, Single Sign On |
| 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 |
| Wealthbox | Starburst Labs, Inc. | CRM | Wealthbox is simple, powerful, and beautiful CRM for financial advisors. |
Daily Data Files, Single Sign On |
| 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. |
|
| StockCalc | StockCalc | Research & Analytics | StockCalc helps you understand the value of the stocks and ETFs in your portfolio. |
|
| StockSnips | StockSnips | Research & Analytics | High performing, innovative, active portfolios that leverage AI technology. |
|
| 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 |
| Summitas | Summitas | Integrated Platform, Other, Website/Portal | ||
| Sycamore Client Manager | Sycamore Company | CRM, CRM Consultants | Fully integrated CRM built for Advisors—Salesforce without the hassle. |
|
| Talagent | Talagent Financial Inc. | Risk Analysis | Talagent integrates portfolio risk management, rebalancing, scenario analysis, stress testing and optimization. |
Daily Data Files |
| Website & Collateral | TE+A Marketing | Website/Portal | TE+A specializes in branding & marketing for advisors. |
|
| Outbound Marketing/Lead Generation | TE+A Marketing | Practice Management | AMP orchestrates all your outbound marketing efforts. |
|
| Telemet Orion | Telemet America, Inc. | Research & Analytics | Real-time trading data, charts, equity research and portfolio attribution. |
|
| The E-Valuator Software for Fiduciaries | The E-Valuator | Financial Planning, Portfolio Management, Research & Analytics, Risk Analysis | The E-Valuator Software is a do-it-all portfolio management and investment analytics platform that empowers advisors with enhanced oversight of asset management. Advisors establish and track customizable performance and investment standards to meet each client’s unique requirements. Designed to simplify the complicated, coupled with an automated report delivery system, The E-Valuator frees up more time for advisors to acquire more clients and grow their assets while delivering first class portfolio management. |
Daily Data Files |
| Cyber Security | The Tek | Cybersecurity | Cyber Security for protecting your customers data and your computer systems. |
|
| I.T. Managed Services | The Tek | IT/Infrastructure/Hosting | Advanced computer support and remote monitoring services. |
|
| Websites | Three Crowns Copywriting and Marketing LLC | Practice Management | Fully custom, SEO-driven websites built for lead generation. |
|
| Digital Marketing | Three Crowns Copywriting and Marketing LLC | Practice Management | Outsourced digital marketing including content, design, and SEO. |
|
| TIFIN Wealth | TIFIN Wealth | Portfolio Management, Client Profiling FP, Financial Planning, Integrated Platform, Practice Management, Risk Analysis, Trading & Rebalancing, UHNW Technology | Daily Data Files | |
| Timelineapp | Timelineapp Tech Limited | Financial Planning | Timeline helps financial planners bring a client's retirement journey to life. |
|
| Tolerisk | Tolerisk | Research & Analytics | A 2-dimensional risk tolerance assessment tool with deep analytics. |
Daily Data Files |
| Trade Ideas Wealth | Trade Ideas LLC | Research & Analytics | AI risk management and idea generation for alpha in U.S. equity markets. |