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
Advisor Transitions Agreement Express (AEX)

AEX Transitions is a SaaS-based solution that digitizes and streamlines processes for advisors transitioning between firms.

 API Integration
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.
AllBackoffice Managed Operations Solutions AllBackoffice Consulting, LLC Outsourcing Providers, Portfolio Management

Managed reporting and billing for PortfolioCenter® and Web Reportal.

 Daily Data Files
Create My Portfolio ALLINDEX Research & Analytics

Intuitive Direct & Bespoke Index creation technology.
FINDALL ALLINDEX Research & Analytics

A thematic search engine generating investment universes in minutes.
AllocateRite AllocateRite Client Profiling FP, Data Aggregator, Integrated Platform, Reporting, Research & Analytics, Risk Analysis

Wealth and Asset management platform powered by AI.

 Daily Data Files
factorE AlphaCore Technologies, LLC Research & Analytics, Risk Analysis

factorE - a portfolio risk discovery platform for efficient advisors.
Direct Indexing & Personalization Alphathena Portfolio Management, Research & Analytics

AI enhanced Web & API Platform for Direct Indexing & Personalization.

 Daily Data Files
Tax Efficient Auto Rebalancer Alphathena Trading & Rebalancing

Rebalancer with Optimized Tax Loss Harvesting & Portfolio Transitions

 Daily Data Files
ARQA Altair Wealth Systems Holdings, LLC Data Aggregator, Portfolio Management, Practice Management

AI-powered wealth management platform for RIAs, family offices, and HNWIs.
Altigo Altigo Other, Practice Management

Straight through processing technology for alternative investments.
EnrichVideo Amigobulls Inc Reporting

HNI client engagement with actionable insights for financial advisors. 
Zephyr An Informa Company Client Profiling FP, Integrated Platform, Reporting, Research & Analytics, Risk Analysis

Zephyr gives Advisors the tools to better understand & inform their clients so that they can spend more time growing their business & engaging with their clients 

 Daily Data Files
Anasova Prospect Marketplace Anasova Other, Practice Management

Generate a steady stream of pre-qualified prospects to grow your business.
AccuProfile Andes Wealth Technologies Research & Analytics, Risk Analysis

The Google Maps for Advisors - Navigate emotions w/ client profiling.

 Daily Data Files
AccuRisk Andes Wealth Technologies Risk Analysis

The Google Maps for Advisors - Navigate risk with 360˚ visualization.

 Daily Data Files
Industry Data for Wealth Management AppCrown LLC CRM, CRM Consultants, Reporting

AppCrown delivers Industry Data, system integrations, into Industry Cloud CRMs.
Arch Arch Data Aggregator, Document and Form Management, Portfolio Management, UHNW Technology

Arch is the digital admin for private investments.
Archive Intel Archive Intel Compliance

AI powered archiving and compliance SaaS solution for financial firms.
billPort Arcons Technology, Inc. Billing

Client billing solution with Invoice, Custodial Exports & fee Sharing.

 Daily Data Files
Client and Advisor Portal & Trading/Rebalancing Arcons Technology, Inc. Trading & Rebalancing

Customizable portal to view client investments and perform trading/rebalancing.
Asset Vantage PRO Asset Vantage Inc. Portfolio Management

Integrated performance reporting and General Ledger Platform.
Asset-Map Asset-Map, LLC. Financial Planning

Interactive visualization tool for planning + advice delivery.

 API Integration, Daily Data Files
AssetBook AssetBook Portfolio Management, Reporting

AssetBook is an leading portfolio management and reporting system.

 Daily Data Files

There are 413 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® and Schwab OpenView MarketSquare™ are services 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.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

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The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Mention should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

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

Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

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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