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.   

Adaptive One-Click Downside Protection Adaptive Investment Solutions, LLC Portfolio Management, Research & Analytics, Risk Analysis

Personalized hedging to dial down risk & limit portfolio losses.

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

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

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.

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.

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 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.