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 |
|---|---|---|---|---|
| ClientRep | UNAPEN, Inc | Reporting | ||
| Unbiased Pro | Unbiased Inc. | Other | Asset-qualified investor leads—filter by tier, location, demand |
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| Intelligent Automation | Valenta | CRM Consultants, Technology Consultants | AI Automation to reduce errors, cut costs, and speed up processes. |
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| Wealth and Estate Intelligence Platform | Vanilla | Financial Planning, UHNW Technology | Wealth and estate planning intelligence platform. |
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| Salesforce & HubSpot Consulting for RIAs | Vantage Point | CRM, CRM Consultants, Outsourcing Providers | Senior-led Salesforce & HubSpot CRM consulting for RIAs |
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| Vastus | Vastus Technology | Other, Practice Management | The Vastus platform ingests critical customer data enabling client service professionals to ask freeform text questions and receive contextual responses to client requests immediately. |
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| Versoft Consulting | Versoft, Inc. | CRM Consultants, Technology Consultants | Tech stack/vendor selection, process improvements, workflow efficiency. |
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| Versoft Development Consulting | Versoft, Inc. | IT/Infrastructure/Hosting, Other | Custom app development, data conversions, integrations, automation. |
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| Outsourced Compliance Services | Vigilant Compliance, LLC | Compliance | Full Service Compliance Services to State and SEC Registered Advisers. Vigilant's highly qualified staff will serve as the in house CCO’s compliance staff, Outsourced CCO, Policy and Procedure Development, SEC/State Registration, Registered Representative Management & Continuing Education Services, Mock SEC Examinations, Compliance Training, Marketing/Advertising Compliance Review, AML/KYC/KYI Reviews, Cybersecurity Consulting, and Ad Hoc Compliance Consulting related to SEC/FINRA/CFTC/NFA, etc. |
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| Fractional Client Service Associate (CSA) | Village Financial Services | Outsourcing Providers | Fractional client service and operations support for RIAs |
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| Advyzon CRM Consulting & Implementation | Village Financial Services | CRM Consultants | Advyzon setup, optimization, and workflow consulting for RIAs |
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| Transition Services | Village Financial Services | Outsourcing Providers | Fractional CSA executing transitions from accts to CRM setup & beyond. |
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| Vise | Vise | Portfolio Management, Trading & Rebalancing | Tech-powered investment management building hyper-customized portfolios. |
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| AdviserGo | Voyant, Inc. | Financial Planning | Deliver a complete financial view to your clients. |
Daily Data Files |
| ClientGo | Voyant, Inc. | Financial Planning | Give your clients access to adjust plan inputs on their own time. |
Daily Data Files |
| VRGL | VRGL, Inc | Financial Planning, Portfolio Management, Research & Analytics, Risk Analysis | Wealth advisor tool that accelerates the investment proposal and client acquisition process. |
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| Wealth Access | Wealth Access, Inc | Data Aggregator, Reporting | Advisor branded client portal delivering aggregation as a service. |
Daily Data Files |
| The most comprehensive estate planning platform. | wealth.com | Financial Planning | A combination of best-in-class estate planning technology, AI and human expertise to elevate the wealth management industry. |
Daily Data Files |
| IncomeConductor® | WealthConductor | Financial Planning, Other, Portfolio Management | Advisor software to create customized, time-segmented retirement income plans. |
Daily Data Files |
| WealthConnect Professional | WealthConnect | CRM, CRM Consultants, Practice Management | WealthConnect Professional is the integrated Salesforce-based platform for Financial Professionals. |
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| Wealthsite | Wealthsite | Portfolio Management, Reporting, UHNW Technology | Multi-currency portfolio accounting, performance & partnership reporting. |
Daily Data Files |
| Whealthcare Planning cloud-based digital client engagement application | Whealthcare Planning | Financial Planning | Whealthcare Planning's multi-award winning solution enables financial and insurance professionals to confidently and comfortably address client wellness and longevity-related challenges without specialized knowledge. |
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| Whealthcare Planning health, wellness, and longevity-focused training programs | Whealthcare Planning | Practice Management | Our training programs explore important health, wellness, and longevity-related topics and are designed to facilitate the adoption of practices that enable financial advisor and compliance teams to more effectively serve and protect their clients. |
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| E&O/Cyber Insurance | Windermere Insurance Group, LLC | Cybersecurity, Practice Management | Professional and management liability insurance for RIAs. |
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| Foreign Withholding Tax Recovery Specialists | WTax | Other, UHNW Technology | Outsourced foreign withholding tax recovery services. |
Daily Data Files |