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
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
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
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, 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
PortfolioCenter Hosted Envestnet | Tamarac Portfolio Management

PortfolioCenter Hosted in our cloud service.

 Daily Data Files
Unified Managed Account Solution Envestnet | Tamarac Other, Practice Management

SMA & UMA management through Envestnet’s managed account platform.
Yodlee Envestnet | Yodlee Data Aggregator

A leading data aggregation & analytics platform for financial services
BillFin™ Envestnet|BillFin Billing

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

 API Integration, Daily Data Files
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. 
 
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.
Fabric Fabric Portfolio Management, Risk Analysis

Fabric provides advisors with actionable insight into market risk.

Daily Data Files
FactSet Wealth Management Workstation FactSet Research & Analytics

Global, multi-asset class research and portfolio analytics platform:
 

 Daily Data Files
SEC Compliance Administration Fairview Investment Services Compliance

Fairview helps RIAs maintain meaningful and fully documented compliance programs.

 Daily Data Files
Feathery Client Onboarding & Servicing Feathery Data Aggregator, Document and Form Management, Practice Management

Feathery automates client onboarding & servicing for advisors.
Fee Benchmarker Fi360 Reporting, Research & Analytics

The Fee Benchmarker® unlocks access to a unique and highly regarded database of retirement specialist advisors’ fees and services and provides you with a plan sponsor ready report. In a few simple clicks, you can produce on-demand reports for prospecting,

 Daily Data Files

There are 413 result(s) that match your criteria.

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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 more about Schwab's privacy policy.

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

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.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

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