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
Class action claims and entitlements recovery 11thEstate Other, Practice Management

Effortless discovery and recovery of class action settlements and other shareholder entitlements across all security types.

 Daily Data Files
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
GIPS Verification & Audit of Performance Track Record Absolute Performance Verification Compliance

GIPS Verification, Audit of Investment Performance Track Record
ComplianceAlpha® ACA Group Compliance, Document and Form Management, Reporting, Risk Analysis, Technology Consultants

Trusted AI and technology solutions for regulatory compliance.
ACA Performance Reporting Services ACA Group Compliance, Reporting

Validate your investment performance with ACA's services.
ACA Wealth ACA Group Compliance

Best-in-class compliance, regulatory, and risk management support.
ACA Aponix ACA Group Compliance, Cybersecurity

Cybersecurity and risk advisory for financial firms.
Act Analytics ESG Platform Act Analytics Corp. Research & Analytics

End-to-end solution that helps RIAs build an ESG book of business.   
Adaptive One-Click Downside Protection Adaptive Investment Solutions, LLC Portfolio Management, Research & Analytics, Risk Analysis

Personalized hedging to dial down risk & limit portfolio losses.

 Daily Data Files
Adaptive Risk Analytics Adaptive Investment Solutions, LLC Portfolio Management, Research & Analytics, Risk Analysis

Factor analysis, forward & back tests for DIY downside protection.

 Daily Data Files
Addepar's add-on products Addepar's add-on products Data Aggregator, Financial Planning, Trading & Rebalancing

Multi-product software and data platform for investment professionals.

 API Integration
The Addepar Platform Addepar, Inc. Billing, Data Aggregator, Document and Form Management, Portfolio Management, Reporting, Trading & Rebalancing

Multi-product software and data platform for investment professionals

 API Integration, Daily Data Files, Single Sign On, Trading Integration
SEC Cybersecurity Service Adelia Risk Cybersecurity

We help you protect your clients and comply with SEC cybersecurity.
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.
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.
RIA Revival System Advisor Tech Partners CRM Consultants, Technology Consultants

Scale your firm with our RIA Revival System—strategy/execution/support.
Workflow Consulting Advisor Tech Partners CRM Consultants, Technology Consultants

Workflows enable automation, reduce errors, and boost efficiency.
Zapier Consulting Advisor Tech Partners CRM Consultants, Technology Consultants

Automate your RIA with Zapier—cut errors/save time/boost efficiency.
Service Model Automation Advisor Tech Partners CRM Consultants, Technology Consultants

Optimize meetings with Service Model Automation for seamless scheduling.
Advisor360° Wealth Management Platform Advisor360 Billing, CRM, Integrated Platform, Reporting, Website/Portal

An all-in-one modular platform with household-level organization.

 Daily Data Files

There are 485 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® is a service 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.

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Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

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

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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