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 |
|---|---|---|---|---|
| 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. |
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| Salesforce.com Consulting Services | Mosaik Consulting LLC | CRM Consultants | End to end Salesforce consulting services for financial services. |
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| 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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| Live Briefs PRO North America | MT Newswires | Research & Analytics | North American broad market, sector and security specific news that matter most to you and your clients. |
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| Live Briefs PRO Global Markets | MT Newswires | Research & Analytics | Global broad market, sector and security specific news that matter most to you and your clients. |
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| Advisor Estate Planning Platform | MyAdvocate Estate Planning | Financial Planning | Advisor Estate Planning Platform |
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| Nasdaq Dorsey Wright Research Platform | Nasdaq Dorsey Wright | Portfolio Management, Research & Analytics | A technical research firm using trend and relative strength analysis. |
Daily Data Files |
| Data Solutions | NDEX Systems | Data Aggregator, Outsourcing Providers, Reporting | Our patented software aggregates, normalizes, reconciles and bridges widely sourced financial data into clean, actionable data. |
Daily Data Files |
| Wealth Management Solutions | NDEX Systems | Billing, CRM, Integrated Platform, Portfolio Management, Reporting, Trading & Rebalancing | We combine the most trusted financial data with patented wealth management and accounting solutions to deliver a complete wealth management platform that saves time and adds value. |
Daily Data Files, Trading Integration |
| Macroeconomic and Investment Research | Ned Davis Research | Portfolio Management, Research & Analytics | Market analysis and investment ideas through independent, objective research. |
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| Model Portfolios | Ned Davis Research | Portfolio Management, Trading & Rebalancing | Model portfolios for tactical allocation and thematic investing leveraging NDR's 360 approach. |
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| StockOpter Pro | Net Worth Strategies Inc | Other, Research & Analytics | Equity Compensation Tax Planning and Strategy Modeling. |
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| StockOpter.com | Net Worth Strategies Inc | Research & Analytics | Equity compensation risk analysis & diversification criteria monitoring. |
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| NEXA Client Feedback | NEXA Insights, LLC | Other, Practice Management | Allowing advisors to measure and analyze their client experience. |
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| Nitrogen | Nitrogen | Risk Analysis | Advisors empower the world to invest fearlessly with the Risk Number®. |
API Integration, Daily Data Files |
| MARS (Managed Accounts Rebalancing Service) | Northfield Information Services, Inc | Risk Analysis, Trading & Rebalancing | Risk analysis and rebalancing of taxable heterogenous accounts. |
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| WealthBalancer | Northfield Information Services, Inc | Financial Planning | Goal based investment planning for households considering risk and taxes |
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| StreetbeatPRO | Nowcasting.ai INC dba Streetbeat | IT/Infrastructure/Hosting, Other, Practice Management | AI financial API for advanced investment management and insights. |
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| InsightsAdvise for Independent Advisors | NVISO | Client Profiling FP, Financial Planning | Help clients uncover their true feelings about finance |
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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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| End to end modular wealth management platform. | OneVest | Other | OneVest modernizes wealth management with a unified, end-to-end digital platform. |
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| Perfona | OpEff_Perfona | Portfolio Management | Perfona is the first web based comprehensive Portfolio Management System. |
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| Custom SMAs | OpenInvest | Research & Analytics, Trading & Rebalancing | Tech-enabled asset manager with ESG SMA capabilities advisors can offer clients. |
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| Models | OpenInvest | Trading & Rebalancing | Passive ESG models that track a chosen benchmark and allow seamless direct indexing. |