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
eVestech eCIO, Inc. Document and Form Management, Reporting, Website/Portal

Increase  your clients’ confidence in their investment programs with a centralized, secure, easy-to-use portal that’s branded for you and customized for them.

Egnyte Collaborate Egnyte, Inc. Document and Form Management

Trusted document experience for Financial Services.

Egnyte Secure & Govern Egnyte, Inc. Compliance

Intelligent content security and governance for Financial Services.

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. 

Small Business 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
    Envestnet | MoneyGuide Envestnet | MoneyGuide Financial Planning

    A leading goals-based financial planning solution.

    API Integration
    Unified Managed Account Solution Envestnet | Tamarac Other, Practice Management

    SMA & UMA management through Envestnet’s managed account platform.

    Envestnet Platform Envestnet | Tamarac Integrated Platform

    A unified wealth management platform and ecosystem of tools.

    API Integration, Single sign-on, Daily Data Files, Trading Integration
    Tamarac CRM Envestnet | Tamarac CRM

    A central point for servicing clients and streamlining business.

    Tamarac Reporting Envestnet | Tamarac Portfolio Management

    An elegant portfolio management and performance reporting application.

    API Integration, Single sign-on, Daily Data Files
    Tamarac Trading Envestnet | Tamarac Trading & Rebalancing

    The industry’s leading portfolio monitoring, rebalancing and trading application.

    API Integration, Daily Data Files, Single Sign On, Trading Integration
    PortfolioCenter Hosted Envestnet | Tamarac Portfolio Management

    PortfolioCenter Hosted in our cloud service.

    Daily Data Files
    Yodlee Envestnet | Yodlee Data Aggregator

    A leading data aggregation & analytics platform for financial services

    Payouts Envestnet|BillFin Other, Practice Management

    A standalone fee splitting or compensation tool that allows firms to accurately pay out their advisors, solicitors, and other reps. 
     

    SIT Provider
    BillFin™ Envestnet|BillFin Billing

    Simple and flexible billing designed by and for Financial Advisors and RIAs.

    Daily Data Files
    Logicly ETFLogic Research & Analytics

    Logicly streamlines investment research and portfolio workflows for advisors with an all-in-one analytics platform.

    Daily Data Files
    Ethos ESG Ethos Practice Management, Research & Analytics

    Ethos is powerful ESG software for financial advisors.