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
RIA Compliance Tracking and Automation Software RIA Compliance Technology Compliance, Practice Management

Web solution for automating, tracking & archiving compliance programs
Simple Email Archiving RIA Compliance Technology Compliance, Practice Management

Simple Email Archiving, Review and Documentation solution for RIAs
MyRIACompliance RIA in a Box Compliance

Online compliance software that helps RIAs meet regulatory obligations.

 Daily Data Files
Ridgeline Ridgeline Portfolio Management, Trading & Rebalancing

Ridgeline is the industry cloud platform for investment management.
RightSize Shield Right Size Solutions, Inc. Cybersecurity, IT/Infrastructure/Hosting

    The RightSize Shield is a complete and compliant IT management solution for independent RIAs.
    RightCapital RightCapital Financial Planning

    Deliver truly actionable financial and tax planning with ease.

    		 API Integration
    Data and Process Integration Risclarity Data Aggregator

    Risclarity integrates best-of-breed solutions so wealth firms can scale.
    AI Builder RooksDM Technology Consultants

    AI, Automation, and Integration technology solutions to increase efficiency. 
    Technology Consulting RooksDM Technology Consultants

    Our primary goal is to increase efficiency, reduce cost, and scale businesses. We have decades of combined experience in the professional services industries customizing and automating a variety of technology solutions including Microsoft Office 365 as well as connecting with other applications using API’s. 

     
    Ryker Custom Reporting Ryker Software Reporting

    Customized reporting solutions based on your requirements.
    Panoramix Sapphire Software Services, Inc Billing, Integrated Platform, Portfolio Management

    Complete Billing and Performance Reporting for Financial Advisors.

    		 API Integration, Daily Data Files, Single Sign On, Trading Integration
    SatuitCRM Satuit CRM

    Intuitive buy-side CRM to track clients, prospects, and interactions.
    SatuitCRA Satuit Reporting

    Automates client reporting functions to save time and reduce errors.
    Sawtooth Platform Sawtooth Solutions Integrated Platform, Outsourcing Providers

    Sawtooth is a comprehensive and flexible investment platform delivered through a Unified Managed Account (UMA) program. 
    Schwab Advisor Center Integration for Salesforce Schwab CRM, CRM Consultants, Practice Management

    The new Schwab Advisor Center Integration for Salesforce app delivers a daily download of key account details and important alerts to help you streamline workflows and manage client account.

    		 API Integration, Daily Data Files, Single Sign On
    Branding and Marketing Agency Select Advisors Institute Other, Practice Management

    We serve as an outsourced and fractional CMO so RIAs don’t rely on one person inhouse, but instead an entire army to focus on marketing.

    		 SIT Provider
    Sales Training and Coaching Select Advisors Institute Practice Management

    We help create a sales culture within financial firms, coaching, motivating, and training teams to better grow their AUM.

    		 SIT Provider
    Salesforce Consulting Services ShellBlack CRM Consultants

    Maximize your Salesforce investment with a trusted partner for FinServ.
    Silver Advisor Revenues Silver Wealth Technologies Portfolio Management, Reporting

    Advisory fee billing solution that streamlines error-prone processes.

    		 Daily Data Files
    Max Six Trees Capital LLC Other, Practice Management

    Intelligent aggregation solution for advisors & high-net-worth clients.
    Skience Skience CRM, Data Aggregator

    Integrated wealth management platform that offers solutions.

    		 API Integration, Daily Data Files, Single Sign On
    Skience Consulting Skience CRM Consultants

    Skience Consulting helps financial services, wealth management, and insurance firms transition time-consuming manual business processes to streamlined digital experiences using cloud-based platform technology. A Salesforce consulting partner since 2010, Skience has completed more than 500 Salesforce projects for financial services firms, with a 4.8/5 CSAT score.
    Smart Kx Smart Kx Billing, Compliance

    Smart Kx is an intelligent billing and contract system developed for investment advisers.

    		 Daily Data Files
    The Investment Engine Smartleaf Bond Insights, Portfolio Management, Practice Management, Risk Analysis, Trading & Rebalancing

    Automated portfolio rebalancing workflow platform for the scalable, compliant management of  customized, tax-optimized portfolios.

    		 Daily Data Files, Trading Integration
    SAM Sub-Advisory Service Smartleaf Asset Management Outsourcing Providers, Trading & Rebalancing

    Automated rebalancing and trading sub-advisory service.

    There are 397 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® 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.

    Read more about Schwab's privacy policy.

    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.

    © 2024 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.