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
YourCyber.Life Professional YourCyber.Life Cybersecurity

Comprehensive cybersecurity education tailored specifically for RIAs, their teams and their clients; designed to help them understand and defend against the ever-evolving landscape of cybercrime.
 

 SIT Provider
Yourefolio Yourefolio Financial Planning

Yourefolio is Estate and Legacy Planning software for advisors.

 Daily Data Files
Zacks Advisor Tools Premium Zacks Professional Services Research & Analytics

Advisor Tools Premium + Excel Add-in and model consultants.

 Daily Data Files
Zeplyn Meeting Assistant Zeplyn Other, Practice Management

The most accurate AI assistant for financial advisors.

There are 429 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.

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 employed by 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.

© 2025 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.