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 |
|---|---|---|---|---|
| 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 |
| Alkymi Data Inbox | Alkymi Data Inbox | Document and Form Management, Practice Management | Alkymi Data Inbox is a data extraction and automation application. |
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| Arch | Arch | Data Aggregator, Document and Form Management, Portfolio Management, UHNW Technology | Arch is the digital admin for private investments. |
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| d1g1t | d1g1t, Inc. | Billing, Compliance, Data Aggregator, Document and Form Management, Integrated Platform, Portfolio Management, Reporting, Trading & Rebalancing, UHNW Technology, Website/Portal | All-in-One SaaS-based advisor platform for investment professionals |
|
| Dispatch | Dispatch | Client Profiling FP, Data Aggregator, Document and Form Management, Practice Management | The easiest way to onboard clients. |
API Integration |
| Docupace | Docupace | Compliance, Document and Form Management, Integrated Platform | Docupace solutions help RIAs streamline onboarding, doc management & other functions |
Daily Data Files |
| New Account Opening, Document Management and Storage, Automation and Workflow Engine, Digital Disclosure Delivery, Trade Surveillance and Compliance, Advisor Compensation, and Advisor Transition Acceleration | Docupace Technologies, LLC | Compliance, Document and Form Management, Integrated Platform | Docupace solutions help RIAs streamline onboarding, doc mgmt & other functions. |
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| DocuSign | DocuSign | Compliance, Document and Form Management, IT/Infrastructure/Hosting, Other, Practice Management | Send and sign agreements securely from virtually any device. |
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| eVestech | eCIO, Inc. | Document and Form Management, Reporting, Website/Portal | Increase your clients’ confidence in their investment programs with a centralized, secure, easy-to-use portal that’s branded for you and customized for them. |
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| Egnyte Collaborate | Egnyte, Inc. | Document and Form Management | Trusted document experience for Financial Services. |
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| Feathery Client Onboarding & Servicing | Feathery | Client Profiling FP, Data Aggregator, Document and Form Management, Practice Management | Feathery automates client onboarding & servicing for advisors. |
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| Navigator Solution | Forms Logic | Document and Form Management | An integrated digital processing platform to streamline advisors' back office. |
Daily Data Files |
| FutureVault | FutureVault | Document and Form Management, Website/Portal | Market-leading digital vault and secure document exchange solutions. |
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| Global Securities Class Actions Recoveries | Goal Global Recoveries Inc. | Document and Form Management, Other, Outsourcing Providers, UHNW Technology | Goal is a global fintech, specializing in global withholding tax reclamation services, in all major markets. |
Daily Data Files |
| Greenboard | Greenboard | Compliance, Document and Form Management, Integrated Platform, IT/Infrastructure/Hosting, Reporting, Research & Analytics, Risk Analysis | SEC & FINRA compliance platform powered by modern AI automation. |
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| Laser App Enterprise | Laser App, A division of iPipeline, Inc. | Document and Form Management | Installed forms filling solution which leverages existing data. |
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| Laser App Anywhere | Laser App, A division of iPipeline, Inc. | Document and Form Management | Cloud based forms filling solution which leverages existing data. |
API Integration, Single Sign On |
| Moxo | Moxo | Document and Form Management, Financial Planning, Integrated Platform, Practice Management, Reporting, Website/Portal | Streamline external projects with digital interaction workflows. |
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| OnBord | OnBord | Document and Form Management, Practice Management | A simple, secure tool that creates a seamless onboarding experience for both client and staff. |
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| MOJO | Paperclip Inc | Document and Form Management | Mojo uniquely combines machine learning and crowdsourced human intelligence to transcribe, translate and interpret handwritten or typed data enabling 99.9% accuracy with greater speed than ever before eliminating the need to manually enter data into back-office systems. |
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| SAFE | Paperclip Inc | Document and Form Management | Cyber security solution augmenting any database for protecting critical client data while in use, rendering the data useless if stolen. |
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| Virtual Client Folder (VCF) | Paperclip Inc | Document and Form Management | Cloud based SEC/FINRA compliant paperless workflow and document management. |
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| Quik! App | Quik! | Document and Form Management | Automate paperwork with a turnkey forms solution for financial firms |
Single sign-on |
| Quik! FormStream | Quik! | Document and Form Management | Embed dynamic forms in your own platforms or workflows |
Single Sign On |
| Quik! FormXtract | Quik! | Document and Form Management | Extract accurate, context-rich, structured data from completed forms |
Single Sign On |