

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 technology solution
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 |
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55ip Investment Strategy Engine | 55ip | Practice Management | Automated investment science designed to reduce fees, extreme losses, and taxes. |
Single Sign On |
55ip Tax Technology | 55ip | Practice Management | Proprietary algorithms drive automated tax management capabilities. |
Single Sign On |
Act Analytics ESG Platform | Act Analytics Corp. | Research & Analytics | End-to-end solution that helps RIAs build an ESG book of business. |
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Addepar | Addepar, Inc. | Portfolio Management | Data aggregation, analysis, and reporting for financial advisors. |
API Integration, Daily Data Files, Single Sign On |
SEC Cybersecurity Service | Adelia Risk | Cybersecurity | We help you protect your clients and comply with SEC cybersecurity. |
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NaviPlan Client Portal | Advicent Solutions | Financial Planning | Empower your clients with the collaborative NaviPlan client portal. |
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NaviPlan | Advicent Solutions | Financial Planning | From simple goal-based to advanced cash flow planning, NaviPlan is the answer. |
API Integration |
AdvicePay | AdvicePay | Other, Practice Management | Billing/payment solutions built for fee-for-service financial planning |
Single Sign On |
goalgamiPro | Advisor Software, Inc. | Financial Planning | Quick planning tool for Household Balance Sheet reports. |
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AdvisorEngine | AdvisorEngine | CRM, Portfolio Management, Trading & Rebalancing | Advisor Engine builds powerful and intuitive technology for financial firms and advisors to help grow their business. |
Daily Data Files |
AdvisorStream | AdvisorStream Limited | Other, Practice Management | Automated client communication/digital content marketing platform for financial advisors. |
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Advisor Websites | AdvisorWebsites.com | Website/Portal | Web platform designed to create and manage compliant, user-friendly advisor sites. |
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Advisor Proposal Generator | AdvisoryWorld | Practice Management | Risk Profiling, Model Management, Goals Analysis with Monte Carlo Simulation and Proposal Generation. |
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SCANalytics | AdvisoryWorld | Risk Analysis | Investment Analytics, Portfolio Construction, Hypothetical Illustrations. |
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Advisor Transitions | Agreement Express (AEX) | AEX Transitions is a SaaS-based solution that digitizes and streamlines processes for advisors transitioning between firms. |
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Retirement Health Advisor | Aivante | Financial Planning | Create fast projections of lifetime healthcare spending, personalized to client health and location. |
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AllBackoffice Managed Operations Solutions | AllBackoffice Consulting, LLC | Outsourcing Providers, Portfolio Management | Managed reporting and billing for PortfolioCenter® and Web Reportal. |
Daily Data Files |
factorE | AlphaCore Technologies, LLC | Research & Analytics, Risk Analysis | factorE - a portfolio risk discovery platform for efficient advisors. |
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EnrichVideo Platform | Amigobulls Inc | Reporting | Personalized, Interactive Video Statements For Financial Institutions. |
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AccuProfile | Andes Wealth Technologies | Research & Analytics, Risk Analysis | The Google Maps for Advisors - Navigate emotions w/ client profiling. |
Daily Data Files |
AccuRisk | Andes Wealth Technologies | Risk Analysis | The Google Maps for Advisors - Navigate risk with 360˚ visualization. |
Daily Data Files |
billPort | Arcons Technology, Inc. | Billing | Client billing solution with Invoice, Custodial Exports & fee Sharing. |
Daily Data Files |
Client and Advisor Portal & Trading/Rebalancing | Arcons Technology, Inc. | Trading & Rebalancing | Customizable portal to view client investments and perform trading/rebalancing. |
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Asset-Map | Asset-Map, LLC. | Financial Planning | Illustrate a client's complete financial life on just one page. |
Daily Data Files |
AssetBook | AssetBook | Portfolio Management, Reporting | AssetBook is an leading portfolio management and reporting system. |
Daily Data Files |