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
Model Portfolios BCA Research Portfolio Management, Trading & Rebalancing

BCA Research provides model portfolios for multi-asset and single asset allocation.

Fund Manager Beiley Software Fund Manager Billing, Portfolio Management, Reporting

Comprehensive portfolio management and reporting program.

SIT Provider
Benjamin Benjamin Practice Management

Benjamin is the world's first digital assistant built for advisors.

Daily Data Files
BITACore BITA Research & Analytics, Trading & Rebalancing

Direct/custom indexing technology with backtesting capabilities.

BlackCloak BlackCloak Cybersecurity

Digital Protection for High-Net-Worth & High-Profile Individuals & Families.

Blaze Portfolio Blaze Portfolio Trading & Rebalancing

Scalable tax-optimized model rebalancing and Trade Order Management platform.

Trading Integration, FIX
ATOM ALIGN BlazePortfolio Systems Trading & Rebalancing

Web-based tax-optimized rebalancing and electronic trading OMS system.

Trading Integration
WealthGuard Blueleaf Wealth Inc Research & Analytics

Dynamic, personalized risk management and automated communication.

Daily Data Files
Blueleaf Blueleaf Wealth Inc Reporting

Automated reporting & communications that add value not work.

Daily Data Files
BondIT BondIT Portfolio Management

Independent portfolio construction technology for fixed income leveraging AI.

E&O Insurance Box Professional Insurance LLC EO Insurance Practice Management

Serving only RIA’s we get the coverage needed so you have the peace of mind you want. 

Atlas Bridge Financial Technology (BridgeFT) Portfolio Management

Automation software for a simplified back-office experience.

Daily Data Files
WealthTech API by BridgeFT BridgeFT Data Aggregator, Practice Management

API-first, wealth infrastructure platform that delivers trade-ready, multi-custodial data aggregation and wealth applications.

Digital Lead Optimizer Broadridge Practice Management

Inbound digital lead campaign for RIAs seeking to optimize lead generation.

Websites and Marketing Automation for RIAs Broadridge

Innovative websites and automated content marketing for prospecting and retention.

Global Class Action Services (GCAS) Broadridge Global Class Action Services Practice Management

Automated Portfolio Monitoring and Class Actions Claims Filing. 

ProxyEdge Voting Platform Broadridge ProxyEdge Voting Platform Other, Practice Management

Institutional Proxy Voting Platform

Consulting Services Byrnes Consulting, LLC Practice Management

Benefit from strategy development to help advisors grow using online marketing.

Personalized Video Emails Byrnes Consulting, LLC Practice Management

Wowing clients and winning new business with personalized video emails.

Canoe Intelligence Canoe Software Canoe Intelligence Data Aggregator, UHNW Technology

Canoe automates reporting workflows for alternative investments.

BTA+Valuation Capital Valuation Group, Inc. Financial Planning, Research & Analytics

The BTA+Valuation tool helps advisors work with business owners to use financial statements to understand business trends and arrive at a reliable business value for financial planning:

Capitect Capitect Practice Management, Reporting

A modern client dashboard for advisors.

Executive Business Coaching Carson Coaching Other, Practice Management

Carson Coaching is the leading executive business coaching program for advisors

Carson Coaching Online Carson Coaching Other, Practice Management

Carson Coaching Online is a training and practice management solution for advisors 

Catchlight AI Catchlight Insights, LLC Practice Management

AI tech to help advisors append data to and filter leads based on likelihood to close.