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 |
|---|---|---|---|---|
| Docupace | Docupace | Compliance, Document and Form Management, Integrated Platform | Docupace solutions help RIAs streamline onboarding, doc management & other functions |
Daily Data Files |
| 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. |
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| DocuSign | DocuSign | Compliance, Document and Form Management, IT/Infrastructure/Hosting, Other, Practice Management | Send and sign agreements securely from virtually any device. |
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| Tax Planning Assessment for Financial Advisors | Dominion Enterprise Services | Other, Practice Management | Advisor specific CPA firm focused on proactive planning and income tax filing for growing firms. |
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| Tax planning and income tax filing for Advisor Firms | Dominion Enterprise Services | Practice Management | Advisor specific CPA firm focused on proactive planning and income tax filing for growing firms. |
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| Crypto SMA | Eaglebrook | Portfolio Management, Trading & Rebalancing | Investment platform providing advisors and investors tax optimized Bitcoin and Ethereum SMAs, Custom SMAs, and manager strategies. |
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| SmartOffice | Ebix | Practice Management | CRM, reporting, and investment data feeds in one powerful solution. |
Daily Data Files |
| 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. |
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| Egan-Jones Proxy Advisory, Execution, and N-PX reporting | Egan-Jones Proxy Services | Practice Management | Proxy guidance, execution and N-PX report generation for wealth managers & RIAs. |
SIT Provider |
| Egnyte Secure & Govern | Egnyte, Inc. | Compliance | Intelligent content security and governance for Financial Services. |
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| Egnyte Collaborate | Egnyte, Inc. | Document and Form Management | Trusted document experience for Financial Services. |
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| Small Business Health Insurance | eHealth | Other, Practice Management | Quickly connect your clients with affordable insurance coverage. |
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| Medicare by eHealth | eHealth | Other, Practice Management | Quickly connect your clients with optimal Medicare coverage. |
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| Individual and Family Health Insurance | eHealth | Other, Practice Management | Quickly connect your clients with affordable insurance coverage. |
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| 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 |
| FIDx | Envestnet Insurance Exchange | Other | Access leading insurance carriers/solutions, annuities and investments. |
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| Envestnet | Payments | Envestnet | Billfin | Billing | A fee-for-service tool that automates fee collection via credit card or ACH. |
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| 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 |
| 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 |
| Unified Managed Account Solution | Envestnet | Tamarac | Other, Practice Management | SMA & UMA management through Envestnet’s managed account platform. |
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| Tamarac CRM | Envestnet | Tamarac | CRM | A central point for servicing clients and streamlining business. |
API Integration |
| Tamarac Reporting | Envestnet | Tamarac | Portfolio Management | An elegant portfolio management and performance reporting application. |
API Integration, Single sign-on, Daily Data Files, Trading Integration |
| 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 |