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 |
|---|---|---|---|---|
| Advent Genesis (SM) | SS&C | Advent | Trading & Rebalancing | Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. |
API Integration, Daily Data Files, Single Sign On, Trading Integration |
| Black Diamond Wealth Platform | SS&C | Advent | Portfolio Management, Reporting, Trading & Rebalancing, Website/Portal | Black Diamond empowers you to deliver a personalized client experience by leveraging. |
API Integration, Daily Data Files, Single Sign On, Trading Integration |
| Salentica Data Broker | SS&C | Salentica | CRM | Cloud-based integration platform for Salesforce & Microsoft Dynamics. |
API Integration, Single Sign On |
| Salentica Elements | SS&C | Salentica | CRM | An integrated CRM solution powered by Salesforce Lightning Platform. |
API Integration, Single Sign On |
| Salentica Engage | SS&C | Salentica | CRM | An integrated CRM platform powered by Microsoft Dynamics 365. |
API Integration, Single Sign On |
| YourStake | Stake PBC | Research & Analytics | YourStake.org provides all the tools financial advisors need to help clients understand and grow their social + environmental impact. |
Daily Data Files |
| Wealthbox | Starburst Labs, Inc. | CRM | Wealthbox is simple, powerful, and beautiful CRM for financial advisors. |
Daily Data Files, Single Sign On |
| Insurance for RIA's and Financial Institutions with a consultative approach. | Starkweather & Shepley | Other, Practice Management | The Financial Institutions Practice Group of Starkweather & Shepley provides "hands-on" service to ensure high quality and competitively priced insurance coverage options to address your firm's individual risk needs. |
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| StockCalc | StockCalc | Research & Analytics | StockCalc helps you understand the value of the stocks and ETFs in your portfolio. |
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| StockSnips | StockSnips | Research & Analytics | High performing, innovative, active portfolios that leverage AI technology. |
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| StratiFi's PRISM Ratings™ risk scoring technology | StratiFi | Risk Analysis | StratiFi empowers financial advisors with cutting edge technology to create a more holistic view of a household's financial wellness to win prospects, increase wallet share and improve client experience.
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API Integration |
| Subatomic IQ | Subatomic | Data Aggregator, IT/Infrastructure/Hosting, Other | The unified data foundation that powers AI in wealth management |
Daily Data Files |
| Subatomic AI Co-Workers | Subatomic | Other, Practice Management | AI team members that run your firm's operational work, not tools |
Daily Data Files |
| Summitas | Summitas | Integrated Platform, Other, Website/Portal | ||
| Sycamore Client Manager | Sycamore Company | CRM, CRM Consultants | Fully integrated CRM built for Advisors—Salesforce without the hassle. |
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| Syntax Direct: Personalized Portfolio Solutions | Syntax Data | Data Aggregator, Portfolio Management, Research & Analytics | Design hyper-customized portfolios and automate your investment process |
API Integration |
| T2M Managed IT Services | T2M Works | Cybersecurity, IT/Infrastructure/Hosting | Microsoft-native managed IT for RIA compliance & governance |
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| My Caddy | T2M Works | Other | AI-powered client review prep — native to Salesforce & M365 |
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| Talagent | Talagent Financial Inc. | Risk Analysis | Talagent integrates portfolio risk management, rebalancing, scenario analysis, stress testing and optimization. |
Daily Data Files |
| Withholding Tax Reclamation | TaxTec | Other | TaxTec provides a withholding tax reclaim service on cross-border securities. |
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| Claims Monetization | TaxTec | Other | Reinvest income or manage funds - TaxTec turn receivables into immediate income. |
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| Website & Collateral | TE+A Marketing | Website/Portal | TE+A specializes in branding & marketing for advisors. |
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| Outbound Marketing/Lead Generation | TE+A Marketing | Practice Management | AMP orchestrates all your outbound marketing efforts. |
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| IT Strategy Consulting | TechTBD | Outsourcing Providers, Practice Management, Technology Consultants | ||
| Telemet Orion | Telemet America, Inc. | Research & Analytics | Real-time trading data, charts, equity research and portfolio attribution. |