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 |
|---|---|---|---|---|
| Salesforce Consulting Services | ShellBlack | CRM Consultants | Maximize your Salesforce investment with a trusted partner for FinServ. |
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| Silver Advisor Revenues | Silver Wealth Technologies | Portfolio Management, Reporting | Advisory fee billing solution that streamlines error-prone processes. |
Daily Data Files |
| Max | Six Trees Capital LLC | Other, Practice Management | Intelligent aggregation solution for advisors & high-net-worth clients. |
|
| Skience | Skience | CRM, Data Aggregator | Integrated wealth management platform that offers solutions. |
API Integration, Daily Data Files, Single Sign On |
| Skience Consulting | Skience | CRM Consultants | Skience Consulting helps financial services, wealth management, and insurance firms transition time-consuming manual business processes to streamlined digital experiences using cloud-based platform technology. A Salesforce consulting partner since 2010, Skience has completed more than 500 Salesforce projects for financial services firms, with a 4.8/5 CSAT score. |
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| Smart Kx | Smart Kx | Billing, Compliance | Smart Kx is an intelligent billing and contract system developed for investment advisers. |
Daily Data Files |
| The Investment Engine | Smartleaf | Bond Insights, Portfolio Management, Practice Management, Risk Analysis, Trading & Rebalancing | Automated portfolio rebalancing workflow platform for the scalable, compliant management of customized, tax-optimized portfolios. |
Daily Data Files, Trading Integration |
| SAM Sub-Advisory Service | Smartleaf Asset Management | Outsourcing Providers, Trading & Rebalancing | Automated rebalancing and trading sub-advisory service. |
|
| SmartRIA Pro Platform | SmartRIA | Compliance, Document and Form Management, Practice Management, Reporting | SmartRIA is a comprehensive platform that simplifies compliance for wealth managers. |
Daily Data Files |
| SmartRIA Data Governance | SmartRIA | Compliance, Cybersecurity, Practice Management | Automates vendor due diligence and client data governance. |
Daily Data Files |
| Marketing Automation for RIAs | Snappy Kraken | Practice Management | Automated client and prospect journeys to achieve specific outcomes. |
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| Managed Security Services | SOCBOX | Cybersecurity | Cybersecurity experts, leading-edge tools, and 24/7 SOC monitoring. |
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| Penetration Testing | SOCBOX | Cybersecurity | Thorough security assessments of your business risk profile. |
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| Sora | Sora Finance | Financial Planning | AI-drive liability management and financing for advisors |
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| AOS Managed Services | SS&C Advent | Outsourcing Providers | Tailored and scalable to your back office operational needs, AOS Managed Services allows you to. |
Daily Data Files |
| Black Diamond Wealth Platform | SS&C | Advent | Portfolio Management, Reporting, Trading & Rebalancing, Website/Portal | Black Diamond empowers you to deliver a personalized client experience by leveraging. |
API Integration, Daily Data Files, Single Sign On, Trading Integration |
| 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 |
| APX (Advent Portfolio Exchange®) | SS&C | Advent | CRM, Portfolio Management | Simplify operations with a centralized, scalable platform for all your portfolio, relationship, and prospect data. |
Daily Data Files, Trading Integration |
| Advent Genesis (SM) | SS&C | Advent | Trading & Rebalancing | Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. |
API Integration, Daily Data Files, Single Sign On, 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. |