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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
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.   
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.
NaviPlan Client Portal Advicent Solutions Financial Planning

Empower your clients with the collaborative NaviPlan client portal.
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
Advisor Services Exchange Advisor Services Exchange Integrated Platform

Get better decision making through strategic insights & business intel.
goalgamiPro Advisor Software, Inc. Financial Planning

Quick planning tool for Household Balance Sheet reports.
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
AdvisorPeak AdvisorPeak Trading & Rebalancing

AdvisorPeak's trading and rebalancing software is the most powerful and intuitive way to manage your client portfolios. The AdvisorPeak software is supported by an experienced team with more than a decade of experience building software solutions for the wealth management industry. user-friendly interface makes onboarding a breeze where you'll be creating models, managing accounts, trading, and rebalancing efficiently, saving you time to focus on maintaining client relationships.
AdvisorStream AdvisorStream Limited Other, Practice Management

Automated client communication/digital content marketing platform for financial advisors.
Advisor Websites AdvisorWebsites.com Website/Portal

Web platform designed to create and manage compliant, user-friendly advisor sites.
SCANalytics AdvisoryWorld Risk Analysis

Investment Analytics, Portfolio Construction, Hypothetical Illustrations.
Advisor Proposal Generator AdvisoryWorld Practice Management

Risk Profiling, Model Management, Goals Analysis with Monte Carlo Simulation and Proposal Generation.
Advyzon Advyzon Billing, CRM, Integrated Platform, Portfolio Management, Reporting, Trading & Rebalancing, Website/Portal

Complete technology solution for running an advisory practice.

 API Integration, Daily Data Files, Single Sign On, Trading Integration
Agio SEC Cybersecurity Governance Program Agio Cybersecurity

A proactive compliance program to align your technology with SEC cybersecurity.
Agio SkySuite Agio SkySuite IT/Infrastructure/Hosting

IT-as-a-Service solution hosted and secured in the public cloud.
Advisor Transitions Agreement Express (AEX)

AEX Transitions is a SaaS-based solution that digitizes and streamlines processes for advisors transitioning between firms.
Retirement Health Advisor Aivante Financial Planning

Create fast projections of lifetime healthcare spending, personalized to client health and location.
Alkymi Data Inbox Alkymi Data Inbox Document and Form Management, Practice Management

Alkymi Data Inbox is a data extraction and automation application.
AllBackoffice Managed Operations Solutions AllBackoffice Consulting, LLC Outsourcing Providers, Portfolio Management

Managed reporting and billing for PortfolioCenter® and Web Reportal.

 Daily Data Files
Create My Portfolio ALLINDEX Research & Analytics

Intuitive Direct & Bespoke Index creation technology.
FINDALL ALLINDEX Research & Analytics

A thematic search engine generating investment universes in minutes.

There are 298 result(s) that match your criteria.

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

Read about privacy at Schwab at www.schwab.com/privacy.

The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience. 

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

For informational purposes only. Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2022 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.