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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 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 |
|---|---|---|---|---|
| AssetBook | AssetBook | Portfolio Management, Reporting | AssetBook is an leading portfolio management and reporting system. | Daily Data Files |
| Fee Benchmarker | Fi360 | Reporting, Research & Analytics | The Fee Benchmarker® unlocks access to a unique and highly regarded database of retirement specialist advisors’ fees and services and provides you with a plan sponsor ready report. In a few simple clicks, you can produce on-demand reports for prospecting, | Daily Data Files |
| Fiduciary Focus Toolkit | Fi360 | Reporting, Research & Analytics | Combining Fi360’s Prudent Practices, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ drives superior client outcomes, enabling you to achieve better business results. | Daily Data Files |
| BasisCode Compliance | BasisCode Compliance | Compliance | Integrated suite of tech tools that satisfy regulatory requirements. | |
| Advyzon | yHLSoft Inc. | CRM, Integrated Platform, Reporting, Billing, Website/Portal | Advyzon includes most, if not all, of the technology needed by an advisory firm. | API Integration, Daily Data Files, Single Sign On |
| emX | eMoney | Financial Planning, Integrated Platform | Combines our advisor and client experiences, along with robust data aggregation. | Daily Data Files, Single Sign On |
| Back Office Connection Outsource Services | Back Office Connection | Outsourcing Providers | Outsourcing for Today’s Advisor. | Daily Data Files |
| FinaMetrica Risk Profiling | FinaMetrica Pty Ltd. | Research & Analytics | Psychometrically-based, user-friendly risk profiling system | |
| Grendel Online | Grendel Online | CRM | Premier CRM platform built for the financial professional. | Daily Data Files |
| Advisor® Xi | Envestnet | Tamarac | Integrated Platform | Portfolio and client management platform built specifically for independent RIAs. | API Integration, Daily Data Files, Single Sign On |
| WealthSite | WealthSite | Reporting | Multi-currency portfolio accounting, performance & partnership reporting | |
| Max | Six Trees Capital LLC | Data Aggregator | Intelligent aggregation solution for advisors & high-net-worth clients. | |
| CompositeBuilder | John Norwood Consulting, LLC | PMS Consultant / Add Ons | CompositeBuilder: an essential tool for GIPS compliance. | |
| Mobile Scribe | Copytalk | Practice Management | Copytalk provides secure transcription via phone or smartphone app. | |
| TradeWarrior Rebalancing Software | TradeWarrior, Inc. | Trading & Rebalancing | Tax efficient trading and rebalancing software | Daily Data Files, Trading Integration |
| Assemblage | Trumpet, Inc. | Reporting | Ditch the manual process - use Assemblage to prepare & deliver performance reports. | |
| Custom Automation Software | Database Concepts, LLC | Practice Management, Other | Software to automate office and trade functions. | |
| AllBackoffice Managed Operations Solutions | AllBackoffice Consulting, LLC | Portfolio Management, Outsourcing Providers | Managed reporting and billing for PortfolioCenter® and Web Reportal | Daily Data Files |
| TotalWealthViews UHNW Reporting Solutions | Private Client Resources | Reporting | Print, web and mobile reporting solutions for UHNW Advisors/Clients. | Daily Data Files |
| Morningstar Office | Morningstar | Portfolio Management, Integrated Platform | Complete practice and portfolio management solution for RIAs | API Integration, Daily Data Files, Single Sign On |
| Advisor CRM | Envestnet | Tamarac | CRM | A central integration point for servicing clients and streamlining your business | API Integration, Daily Data Files, Single Sign On |
| Advisor View | Envestnet | Tamarac | Portfolio Management | An elegant portfolio management and performance reporting application. | API Integration, Daily Data Files, Single Sign On |
| ProTracker Advantage | ProTracker Software, Inc. | CRM | Providing CRM solutions to the financial services industry since 1997. | |
| RightSize Shield | Right Size Solutions, Inc. | IT/Infrastructure/Hosting, Cybersecurity | The RightSize Shield is a complete and compliant IT management solution for independent RIAs. | |
| Redtail CRM | Redtail Technology | CRM | Automated workflows, intuitive user interface and integrations galore. | API Integration, Daily Data Files, Single Sign On |
| LIBRA Outsourcing Service | BaySys Technology, LLC | Portfolio Management, Outsourcing Providers | Outsourced account/data reconciliation for your portfolio management system | Daily Data Files |
| Morningstar Total Rebalance Expert | Morningstar | Trading & Rebalancing | Tax sensitive rebalancer. | API Integration, Daily Data Files, Single Sign On, Trading Integration |
| Trumpet Worldox | Trumpet, Inc. | Document and Form Management | Worldox® document management software with enhancements powered by Trumpet, Inc. | |
| billPort | Arcons Technology, Inc. | Billing | Client billing solution with Invoice, Custodial Exports & fee Sharing | |
| Advisor Rebalancing | Envestnet | Tamarac | Trading & Rebalancing | The industry’s leading portfolio monitoring, rebalancing and trading application | API Integration, Daily Data Files, Single Sign On, Trading Integration |
| PortfolioCenter | Schwab Performance Technologies | Portfolio Management | Industry-leading portfolio management and performance reporting solution. | Daily Data Files |
| Managed Security | Xantrion | Cybersecurity | Managed Security is your turnkey cybersecurity compliance program. | |
| Sycamore Client Manager | Sycamore Company | CRM, CRM Consultants | Fully integrated CRM built for Advisors - Salesforce without the hassle | |
| Redtail Speak | Redtail Technology | Practice Management, Other | Communicate with staff via chat and clients via text, from CRM or app. | |
| Client and Advisor Portal &Trading/Rebalancing | Arcons Technology, Inc. | Trading & Rebalancing | Customizable portal to view client investments and perform trading/rebalancing. | |
| Oranj | Oranj | Portfolio Management, Practice Management, Trading & Rebalancing | Oranj is the industry's first freemium wealth management platform. | Daily Data Files |
| Morningstar® Managed Portfolios SM | Morningstar Investment Management LLC | Portfolio Management, Other | Outsourced investment strategies designed to help meet clients’ goals. | |
| Morningstar® Advisor WorkstationSM | Morningstar | Research & Analytics | Research and account management platform to build client relationships | Daily Data Files |
| 55ip Investment Strategy Engine | 55ip | Practice Management | Automated investment science designed to reduce fees, extreme losses, and taxes. | |
| Outsourced PortfolioCenter Solution | Back Office Support Service (BOSS) | Outsourcing Providers | BOSS provides a total back office hosting solution for portfolio management, accounting, and reporting. | |
| 55ip Tax Technology | 55ip | Practice Management | Proprietary algorithms drive automated tax management capabilities. | |
| Morningstar DirectSM | Morningstar | Research & Analytics | Investment analysis platform built to turn your vision into action. | |
| Morningstar By All Accounts | Morningstar | Other | Complete, Consistent and Timely Data with over 15,000+ sources | Daily Data Files |
| ClientLogix | UNAPEN, Inc | CRM | CRM Integrated with Your Portfolio Accounting System. | |
| PriceFusion | UNAPEN, Inc | Other | Pricing & Reference Data from Thomson Reuters to Advent Axys & APX. | |
| ClientRep | UNAPEN, Inc | Reporting | ||
| StockOpter Pro | Net Worth Strategies Inc | Other, Research & Analytics | Equity Compensation Tax Planning and Strategy Modeling | |
| Ryker Custom Reporting | Ryker Software | Reporting | Customized reporting solutions based on your requirements. | |
| InvestmentPOD for Advisors | InvestmentPOD | Practice Management, Other | POD = Passive, Opportunistic, Defensive. The only multi-strategy automated investing platform in the financial services industry. | |
| WealthGuard | Blueleaf Wealth Inc | Other, Research & Analytics | Dynamic, personalized risk management and automated communication. | |
| Blueleaf | Blueleaf Wealth Inc | Reporting | Automated reporting & communications that add value not work. | |
| Atlas | Bridge Financial Technology | Portfolio Management | Automation software for a simplified back-office experience. | |
| MyRIACompliance | RIA in a Box | Compliance | Online compliance software that helps RIAs meet regulatory obligations. | |
| Websites | Three Crowns Copywriting and Marketing LLC | Practice Management | Digital content creation and brand messaging strategy. | |
| Marketing Automation for RIAs | Snappy Kraken | Practice Management | Automated client and prospect journeys to achieve specific outcomes. | |
| TotalWealthViews UHNW Aggregation Solutions | Private Client Resources | Data Aggregator, UHNW Technology | Premium outsource of complex UHNW client data aggregation: | Daily Data Files |
| Yewno Edge | Yewno Finance | Research & Analytics | AI enhanced research, risk, real-time portfolio construction platform. | |
| Yourefolio | Yourefolio | Financial Planning | Yourefolio is Estate and Legacy Planning software for advisors. | Daily Data Files |
| Orion On-boarding and Project Services | Back Office Support Service (BOSS) | Outsourcing Providers | BOSS provides unique expertise in on-boarding and special projects with a single point of contact. | |
| GeoWealth Advisor Platform | GeoWealth | Integrated Platform | End-to-end, fully integrated advisor platform for RIAs and IBDs | |
| Greytwist Cybersecurity Governance Platform | Greytwist, LLC | Compliance, Cybersecurity | Greytwist has designed a cost-effective Data Governance platform that help firms develop strong practices to mitigate data privacy risks. | |
| Complect Marketplace | Complect | Compliance | Marketplace to hire former CCOs & regulators for your compliance needs. | |
| GIPS Compliance Consulting | Focus 1 Associates LLC | Compliance | GIPS Consulting, GIPS Policies and Procedures Development & Monitoring | |
| Complect Q&A Forum | Complect | Compliance | Compliance forum for those who just want ad hoc compliance advice | |
| Marketing Consulting | Three Crowns Copywriting and Marketing LLC | Practice Management | Branding and communication analysis to grow digital marketing. | |
| SEC Compliance Consulting | Focus 1 Associates LLC | Compliance | SEC Consulting, Mock Exams, Annual Reviews, Outsourced CCO Services | |
| AdvisorStream | AdvisorStream Limited | Practice Management, Other | Automated client communication/digital content marketing platform for financial advisors. | |
| Silver Advisor Revenues | Silver Wealth Technologies | Portfolio Management, Reporting | Advisory fee billing solution that streamlines error-prone processes. | Daily Data Files |
| Trade Ideas Wealth | Trade Ideas LLC | Research & Analytics | AI risk management and idea generation for alpha in U.S. equity markets. | |
| NaviPlan Client Portal | Advicent Solutions | Financial Planning | Empower your clients with the collaborative NaviPlan client portal. | API Integration |
| NaviPlan | Advicent Solutions | Financial Planning | From simple goal-based to advanced cash flow planning, NaviPlan is the answer. | API Integration |
| Liquidity Calendar | Liquidity Calendar Services LLC | Reporting | Understand your liquidity across strategies, funds, tranches and more. | |
| PitchBook Platform | PitchBook Data | Research & Analytics | PitchBook is a financial database company that provides transparency into the capital markets. | |
| Navigator | ReferralSafe | Practice Management | Step-by-step guide for getting more referrals and introductions. | |
| Zacks Advisor Tools Premium | Zacks Professional Services | Research & Analytics | Advisor Tools Premium + Excel Add-in and model consultants. | |
| FinFolio Web App | FinFolio, Inc | Portfolio Management | Bundled solution combining key technology for advisors. | |
| SCANalytics | AdvisoryWorld | Risk Analysis | Investment Analytics, Portfolio Construction, Hypothetical Illustrations | |
| Wealth Reporting | Portfolio Pathway | Portfolio Management | Flexible wealth reporting in a simplistic, web-based platform. | |
| RebalX | Portfolio Pathway | Trading & Rebalancing | Rebalancing and trade order management with FIX connectivity. | |
| Capitect | Capitect | Practice Management, Reporting | A modern client dashboard for advisors. | |
| Business Management vs. Practice Management | Jennifer Goldman Consulting | Practice Management, Other, Compliance | Transform businesses to thrive through improved business initiative management. | |
| Core IT | Xantrion | IT/Infrastructure/Hosting, Cybersecurity | Core IT is your comprehensive IT operations and support program. | |
| Advisor Proposal Generator | AdvisoryWorld | Practice Management | Risk Profiling, Model Management, Goals Analysis with Monte Carlo Simulation and Proposal Generation | |
| LifeYield Portfolio Advantage | LifeYield | Financial Planning | Automate and quantify optimal asset location in dollars and cents | Daily Data Files |
| Riskalyze Pro | Riskalyze | Risk Analysis | Advisors empower the world to invest fearlessly with the Risk Number®. | API Integration, Daily Data Files |
| YCharts Professional | YCharts | Research & Analytics | Investment research platform designed for today’s RIA. | |
| Total AdvisorCloud VDI | ITEGRIA, LLC | IT/Infrastructure/Hosting, Cybersecurity | RIA exclusive 100% cloud based Virtual Desktop Infrastructure. | |
| Salesforce.com Consulting Services | Mosaik Consulting LLC | CRM Consultants | End to end Salesforce consulting services for financial services. | |
| Tolerisk | Tolerisk | Research & Analytics | A 2-dimensional risk tolerance assessment tool with deep analytics. | |
| RightCapital | RightCaptial | Financial Planning | Deliver truly actionable financial and tax planning with ease. | |
| XLR8 | Concenter Services | CRM Consultants | Salesforce customized for Advisors and Wealth Managers | |
| goalgamiPro | Advisor Software, Inc. | Financial Planning | Quick planning tool for Household Balance Sheet reports. | |
| ATOM ALIGN | BlazePortfolio Systems | Trading & Rebalancing | Web-based tax-optimized rebalancing and electronic trading OMS system. | Daily Data Files |
| ePACS | Docupace Technologies, LLC | Document and Form Management | Cloud based SEC/FINRA compliant paperless workflow and document management | |
| Advisor Websites | AdvisorWebsites.com | Website/Portal | Web platform designed to create and manage compliant, user-friendly advisor sites. | |
| Financial DNA | DNA Behavior Resources USA, Inc | Financial Planning, Client Profiling FP | Online financial personality management solution using validated financial personality insights. | |
| Report Check | John Norwood Consulting, LLC | PMS Consultant / Add Ons | Automated error checking for PortfolioCenter | |
| Addepar | Addepar, Inc. | Portfolio Management, UHNW Technology | Data aggregation, analysis, and reporting for financial advisors. | API Integration, Daily Data Files, Single Sign On |
| Securities class action claim filing | Chicago Clearing Corporation | Practice Management, Other | Chicago Clearing Corporation is the securities class action specialist. | |
| Envestnet Logix | Envestnet | Logix | Financial Planning, Client Profiling FP | Finance Logix® combines the latest technologies with easy-to-use financial planning software | Daily Data Files |
| Salentica Data Broker | SS&C | Salentica | CRM | Cloud-based integration platform for Salesforce & Microsoft Dynamics. | API Integration, Single Sign On |
| APX (Advent Portfolio Exchange®) | SS&C | Advent | CRM, Portfolio Management | One database for portfolio and contact management, deep accounting capabilities + transaction history | Daily Data Files, Trading Integration |
| Salentica Elements | SS&C | Salentica | CRM | An integrated CRM solution powered by Salesforce Lightning Platform. | API Integration, Single Sign On |
| SEC Cybersecurity Service | Adelia Risk | Cybersecurity | We help you protect your clients and comply with SEC cybersecurity. | |
| Term Life Insurance | Ladder | Practice Management, Other | Ladder is term life insurance built to be instant, simple, and smart. | |
| Advent Genesis (SM) | SS&C | Advent | Trading & Rebalancing | Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently. | API Integration, Daily Data Files, Single Sign On, Trading Integration |
| Salentica Engage | SS&C | Salentica | CRM | An integrated CRM platform powered by Microsoft Dynamics 365. | API Integration, Single Sign On |
| Black Diamond Wealth Platform | SS&C | Advent | Portfolio Management, Trading & Rebalancing, Reporting, 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 | State of the art scalability, connectivity and proven order management workflows empowers hundreds of firms. | Daily Data Files, Trading Integration |
| Portfolio Lab | Kwanti | Research & Analytics | Efficient platform for portfolio construction and proposal generation. | Daily Data Files |
| ITComplete | UNAPEN, Inc | IT/Infrastructure/Hosting, Cybersecurity | Fixed-Cost MultiLayered IT, Disaster Recovery & CyberSecurity Services. | |
| Orion Advisor Services | Orion Advisor Services, LLC | Portfolio Management, Integrated Platform | Technology that empowers advisors to be independent fiduciaries. | API Integration, Daily Data Files, Single Sign On, Trading Integration |
| PreciseFP | PreciseFP | Document and Form Management, Practice Management | PreciseFP, the leading client profile builder and form template tool. | |
| Websites / Digital Marketing | Twenty Over Ten | Website/Portal | Platform that allows advisors to create, manage and archive websites with ease. | |
| StockOpter.com | Net Worth Strategies Inc | Research & Analytics | Equity compensation risk analysis & diversification criteria monitoring. | |
| Panoramix | Sapphire Software Services, Inc | Integrated Platform | Complete Billing and Performance Reporting for Financial Advisors. | Daily Data Files |
| Cyber Security | The Tek | Cybersecurity | Cyber Security for protecting your customers data and your computer systems. | |
| SatuitCRM | Satuit | CRM | Intuitive buy-side CRM to track clients, prospects, and interactions. | |
| I.T. Managed Services | The Tek | IT/Infrastructure/Hosting | Advanced computer support and remote monitoring services. | |
| SatuitCRA | Satuit | Reporting | Automates client reporting functions to save time and reduce errors. | |
| Jive Voice/Collaboration | Jive Communications | Practice Management, Other | Cloud-based phone system with Retail and Salesforce integrations. | |
| BARS-Billing and Reporting Solution | BaySys Technology, LLC | Reporting, Billing | Comprehensive and powerful system for all fee billing and reporting needs. | Daily Data Files |
| Wealth Access | Wealth Access, Inc | Reporting, Data Aggregator | Advisor branded client portal delivering aggregation as a service. | Daily Data Files |
| RIASure: Cyber and E&O Insurance | Golsan Scruggs | Practice Management, Cybersecurity | Commercial insurance for managing cyber exposures. | |
| RIA IT Consulting Services | Highridge Technology, LLC | IT/Infrastructure/Hosting | Provides IT services tailored for the unique requirements of RIA firms. | |
| MyRepChat | Ionlake | Practice Management, Other | MyRepChat is an advisor tool that enables clients and advisors to communicate through SMS text. | |
| Consulting Services | Byrnes Consulting, LLC | Practice Management, Other | Benefit from strategy development to help advisors grow using online marketing. | |
| Personalized Video Emails | Byrnes Consulting, LLC | Practice Management, Other | Wowing clients and winning new business with personalized video emails. | |
| Asset-Map | Asset-Map, LLC. | Financial Planning | Illustrate a client's complete financial life on just one page. | |
| Cred | Cred Financial Solutions | Practice Management, Other | Attract clients through personalization across the entire investment journey. | Daily Data Files |
| 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 |
| AdvicePay | AdvicePay | Practice Management, Other | Billing/payment solutions built for fee-for-service financial planning. | |
| Junxure | Junxure | CRM | The CRM that thinks like an advisor - With Junxure you can harness the power of meaningful data, forge deeper client relationships, and scale using smart automation. Visit www.junxure.com to learn more. | API Integration, Single Sign On |
| ReportWa | Hexaview Technologies, Inc. | Reporting | ReportWa is a real-time report creation and distribution solution. | |
| Consulting Services | Hexaview Technologies, Inc. | Practice Management, Other | Business Solutions with Right Technologies. | |
| Retirement Health Advisor | Aivante | Financial Planning | Create fast projections of lifetime healthcare spending, personalized to client health and location. | |
| ATA RiskStation | ATA RiskStation, LLC | Risk Analysis | Highly intuitive cloud-based risk analytics to support RIA risk conversations with clients. | |
| EnrichVideo Platform | Amigobulls Inc | Reporting | Personalized, Interactive Video Statements For Financial Institutions. | |
| LifeYield Social Security Advantage | LifeYield | Financial Planning | Maximize Social Security, interface compares best strategies that show. | Daily Data Files |
| Live Briefs PRO North America | MT Newswires | Research & Analytics | North American broad market, sector and security specific news that matter most to you and your clients. | |
| StratiFi Advisor Platform | StratiFi | Risk Analysis | StratiFi's advisor platform identifies and manages portfolio and practice risk, all in one platform. | |
| CircleBlack | CircleBlack | Data Aggregator | A central aggregation hub for Advisors that integrates outside systems | |
| Totum Risk | Totum | Research & Analytics, Risk Analysis | Totum, a unique multi-scoring risk tolerance questionnaire and analytics tool. | Daily Data Files |
| Mobile Assistant | Mobile Assistant, Inc. | Practice Management | Mobile Assistant is the secure, accurate way to document client meetings. | |
| Live Briefs PRO Global Markets | MT Newswires | Research & Analytics | Global broad market, sector and security specific news that matter most to you and your clients. |