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 |
|---|---|---|---|---|
| Student Loan Calculator & Debt Tools | Financial Planning | Comprehensive tools for navigating client student loan repayment planning. |
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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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| Adaptive One-Click Downside Protection | Adaptive Investment Solutions, LLC | Portfolio Management, Research & Analytics, Risk Analysis | Personalized hedging to dial down risk & limit portfolio losses. |
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| Adaptive Risk Analytics | Adaptive Investment Solutions, LLC | Portfolio Management, Research & Analytics, Risk Analysis | Factor analysis, forward & back tests for DIY downside protection. |
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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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| Adhesion Wealth Platform | Adhesion Wealth Advisor Solutions, Inc. | Portfolio Management, Integrated Platform, Outsourcing Providers, Practice Management, Trading & Rebalancing | Pioneer provider of managed account solutions,empowering advisors with the ability to build sophisticated unified managed account (UMA) strategies. |
Daily Data Files, Trading Integration |
| 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 |
| Advisor Services Exchange | Advisor Services Exchange | Integrated Platform | Get better decision making through strategic insights & business intel. |
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| 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 |
| 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. |
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| 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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| SCANalytics | AdvisoryWorld | Risk Analysis | Investment Analytics, Portfolio Construction, Hypothetical Illustrations. |
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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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| 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. |
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| Agio SkySuite | Agio SkySuite | IT/Infrastructure/Hosting | IT-as-a-Service solution hosted and secured in the public cloud. |
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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. |