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
Clearwater Clearwater Data Aggregator, Portfolio Management, Reporting

Harness leading technology to drive efficient and effective client experiences.

 Daily Data Files
Advisors AI Assistant CogniCor Technologies Inc. Other, Practice Management

Knowledge graph driven contextual AI assistant for advisor growth.
College-planning software Collegiate Funding Solutions Financial Planning

CFS equips RIA's with college-planning, software, support and marketing material needed to.
Complect Marketplace Complect Compliance

Marketplace to hire former CCOs & regulators for your compliance needs.
Complect Q&A Forum Complect Compliance

Compliance forum for those who just want ad hoc compliance advice.
XLR8 Concenter Services CRM Consultants

Salesforce customized for Advisors and Wealth Managers

 API Integration
Mobile Scribe Copytalk Practice Management

Copytalk provides secure transcription via phone or smartphone app.
All-In-One Cybersecurity Platform Coro.net Cybersecurity

One pane of glass and price to Protect Email, Endpoints, Wi-Fi, DLP and Cloud Apps.
d1g1t Enterprise Wealth Management Platform d1g1t Inc. Integrated Platform

Enterprise wealth management platform powered by advanced analytics and risk management tools.
Custom Automation Software Database Concepts, LLC Other, Practice Management

Software to automate office and trade functions.
Financial DNA DNA Behavior Resources USA, Inc Client Profiling FP, Financial Planning

Online financial personality management solution using validated financial personality insights.
Docupace Docupace Compliance, Document and Form Management, Integrated Platform

Docupace solutions help RIAs streamline onboarding, doc management & other functions
New Account Opening, Document Management and Storage, Automation and Workflow Engine, Digital Disclosure Delivery, Trade Surveillance and Compliance, Advisor Compensation, and Advisor Transition Acceleration Docupace Technologies, LLC Compliance, Document and Form Management, Integrated Platform

Docupace solutions help RIAs streamline onboarding, doc mgmt & other functions.
DocuSign DocuSign Compliance, Document and Form Management, IT/Infrastructure/Hosting, Other, Practice Management

Send and sign agreements securely from virtually any device.
SmartOffice Ebix Practice Management

CRM, reporting, and investment data feeds in one powerful solution.

 Daily Data Files
Small Business Health Insurance eHealth Other, Practice Management

Quickly connect your clients with affordable insurance coverage. 
Medicare by eHealth eHealth Other, Practice Management

Quickly connect your clients with optimal Medicare coverage. 
Individual and Family Health Insurance eHealth Other, Practice Management

Quickly connect your clients with affordable insurance coverage. 
emX eMoney Financial Planning, Integrated Platform

Combines our advisor and client experiences, along with robust data aggregation.

 API Integration, Single sign-on, Daily Data Files
ACx Envestnet Credit Exchange Other

Credit solutions alongside planning, investing, and protection tools.
HealthPilot Envestnet Health Care Exchange Integrated Platform

A game-changing platform for Medicare-eligible clients.
FIDx Envestnet Insurance Exchange Other

Access leading insurance carriers/solutions, annuities and investments.
Trucendent Envestnet Trust Services Exchange Integrated Platform

A fully integrated and guided platform for client wealth transfers.
Envestnet Logix Envestnet | Logix Client Profiling FP, Financial Planning

Finance Logix® combines the latest technologies with easy-to-use financial planning software

 Daily Data Files
Envestnet Logix Envestnet | Logix Client Profiling FP, Financial Planning

Finance Logix® combines the latest technologies with easy-to-use financial planning software.

    		 Daily Data Files

    There are 328 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 about privacy at Schwab at www.schwab.com/privacy.

    The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They 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.

    For informational purposes only. 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.

    Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

    Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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