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
Knapsack Pro Knapsack Other, Practice Management

Private& compliant meeting assistant.
Knapsack Enterprise Knapsack Other, Practice Management

Full AI automation platform synced to your data.
Knomee Knomee Client Profiling FP, Practice Management
  • Captures values, goals & motivations in minutes
  • Surfaces key insights to personalize advice
  • Accelerates trust, helping advisors differentiate at scale
Koyfin Koyfin Research & Analytics

Market research, client proposals, and portfolio analytics with wide data coverage including stocks, ETFs, mutual funds, and economic data, in a modern, intuitive platform.

 Daily Data Files
Kwanti Analytics Kwanti Research & Analytics, Risk Analysis

Efficient platform for portfolio construction and proposal generation.

 API Integration, Daily Data Files, Single Sign On
GRACE Compliance and Conduct Risk La Meer Inc. Compliance

GRACE Compliance and Conduct Risk solution provides easy approach to establishing culture of compliance and manage oversight as per FINRA, SEC rules.

 Daily Data Files
Term Life Insurance Ladder Other, Practice Management

Ladder is term life insurance built to be instant, simple, and smart.
Laser App Enterprise Laser App, A division of iPipeline, Inc. Document and Form Management

Installed forms filling solution which leverages existing data.
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
LeadCenter.AI LeadCenter AI Inc CRM

All-in-One Advisors CRM including marketing, sales, & ops automation.
Client Happiness Levitate Practice Management

Your one-stop shop for turning happy clients into loyal advocates.

 SIT Provider
LifeYield Portfolio Advantage LifeYield Financial Planning

Automate and quantify optimal asset location in dollars and cents.

 Daily Data Files, Single Sign On
LifeYield Social Security Advantage LifeYield Financial Planning

Maximize Social Security, interface compares best strategies that show.

 Daily Data Files, Single Sign On
Liquidity Calendar Liquidity Calendar Services LLC Reporting

Understand your liquidity across strategies, funds, tranches and more.
Lockton Advisor - RIA Cyber Liability and E&O Insurance Lockton Affinity Cybersecurity, Practice Management

Cyber Liability, E&O and Fiduciary Insurance solutions customized for fee-only RIAs
PRO LOGICLY Portfolio Management

AI-powered solution that simplifies and automates portfolio management.

 Daily Data Files
BASE LOGICLY Research & Analytics
Lumiant Lumiant Website/Portal

An advice engagement & client experience platform.
Lumiant HALO Lumiant Client Profiling FP

Health Analysis and Longevity Optimization Assessment
Magnifi.com Magnifi Practice Management, Research & Analytics

Modern investment marketplace to discovery, diligence, & act-on funds.

 Daily Data Files
MarketXLS MarketXLS Limited Research & Analytics

Excel-based investment research solution.
Masttro Masttro Data Aggregator, Other, Portfolio Management, Reporting, UHNW Technology

Wealth platform for RIAs serving complex UHNW clients

 Daily Data Files
medicaresimple MedicareSimple Financial Planning, Practice Management

Preferred destination for learning, connecting and managing Medicare.

 SIT Provider
Milemarker Milemarker Other, Practice Management

Milemarker helps advisory firms gain control of what they deliver.
Mirador, LLC Advisor Technology Platform Mirador Outsourcing Providers Daily Data Files

There are 485 result(s) that match your criteria.

0719-93C0

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.

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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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