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 |
|---|---|---|---|---|
| StockCalc | StockCalc | Research & Analytics | StockCalc helps you understand the value of the stocks and ETFs in your portfolio. |
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| StockSnips | StockSnips | Research & Analytics | High performing, innovative, active portfolios that leverage AI technology. |
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| 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.
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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. |
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| 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. |
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| Outbound Marketing/Lead Generation | TE+A Marketing | Practice Management | AMP orchestrates all your outbound marketing efforts. |
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| Telemet Orion | Telemet America, Inc. | Research & Analytics | Real-time trading data, charts, equity research and portfolio attribution. |
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| 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. |
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| I.T. Managed Services | The Tek | IT/Infrastructure/Hosting | Advanced computer support and remote monitoring services. |
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| Web Application: theScreener CIO | theScreener | Reporting, Research & Analytics | Research and Screening of global Equities and Sectors. |
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| Web Application: theScreener RM | theScreener | Reporting, Research & Analytics | Proprietary global research for client advisors. |
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| theScreener Data Feed | theScreener | Reporting, Research & Analytics, Website/Portal | Analysis & insights on equities, sectors & more for digital platforms. |
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| Digital Marketing | Three Crowns Copywriting and Marketing LLC | Practice Management | Outsourced digital marketing including content, design, and SEO. |
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| Websites | Three Crowns Copywriting and Marketing LLC | Practice Management | Fully custom, SEO-driven websites built for lead generation. |
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| 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. |
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| Tindeco Investment Studio | Tindeco | Research & Analytics, Risk Analysis, Trading & Rebalancing | No-code platform for building custom investment strategies. |
Trading Integration |
| Tindeco Scalable Investing Platform | Tindeco | Research & Analytics, Risk Analysis | An end-to-end platform to scale your business from solution design through implementation. |
Trading Integration |
| 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. |
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| Assemblage | Trumpet, Inc. | Reporting | Ditch the manual process - use Assemblage to prepare & deliver performance reports. |
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| Trumpet Worldox | Trumpet, Inc. | Document and Form Management | Worldox® document management software with enhancements powered by Trumpet, Inc. |