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
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 Document and Form Management, Portfolio Management, Reporting, UHNW Technology

Delivering comprehensive and interactive views of total net worth.

 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
Mirador, LLC Middle Office Services Mirador Outsourcing Providers

Middle office support as an extension of your staff; reduce in-house need.

 Daily Data Files
Mirador, LLC Advisor-Client Portal Mirador UHNW Technology, Website/Portal

A next generation digital protal built to serve advisors and clients.

 Daily Data Files
Mirador, LLC Expert Services Mirador, LLC CRM Consultants, Technology Consultants, UHNW Technology

Technology & operations consulting: strategy; selection; implement; operate.

 Daily Data Files
Mirador, LLC Consolidated Financial Reporting Mirador, LLC Data Aggregator, Outsourcing Providers, Portfolio Management, UHNW Technology

Data aggregation, analysis, and reporting service for financial advisors.

 Daily Data Files
MirrorWeb Insight MirrorWeb Compliance

A communications surveillance platform for the modern workplace.
Mobile Assistant Mobile Assistant, Inc. Practice Management

Mobile Assistant is the secure, accurate way to document client meetings.
Moneytree Advise Moneytree Software, An Accutech Company Financial Planning

Intuitive navigation allows view of side-by-side scenario comparisons for rich client interaction

 API Integration
Moneytree Plan Moneytree Software, An Accutech Company Financial Planning

Make recommendations on client financial situation using goal-base and cashflow-based planning tools.

 API Integration
Morningstar® ByAllAccounts® Morningstar Other

Complete and consistent data aggregation from over 15,000 sources.

 Daily Data Files
Morningstar Sustainalytics Morningstar Research & Analytics

Vales-based research, data, and analytics to align investor preferences with portfolios, covering controversies, controversial product involvement, and more.

There are 441 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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