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 |
|---|---|---|---|---|
| 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 |
| 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. |
|
| 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. |
|
| 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. |
|
| Fabric | Fabric | Portfolio Management, Risk Analysis | Fabric provides advisors with actionable insight into market risk. |
|
| 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. |
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| Feathery Client Onboarding & Servicing | Feathery | Data Aggregator, Document and Form Management, Practice Management | Feathery automates client onboarding & servicing for advisors. |
SIT Provider |
| 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 |
| Fiduciary Focus Toolkit | Fi360 | Reporting, Research & Analytics | Combining Fi360’s Prudent Practices, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ drives superior client outcomes, enabling you to achieve better business results. |
Daily Data Files |
| FinaMetrica Risk Profiling | FinaMetrica Pty Ltd. | Research & Analytics | Psychometrically-based, user-friendly risk profiling system. |
|
| Global Class Actions Services | Financial Recovery Technologies | Other, Practice Management | Financial Recovery Technologies recovers funds due to investors in global shareholder class actions. We handle the process start to finish, identifying eligibility, filing the claim, recovering the money and remitting the funds to the investor. We help your clients maximize their recoveries and help advisors meet fiduciary responsibilities. |
Daily Data Files |
| FinFolio Web App | FinFolio, Inc | Portfolio Management | Bundled solution combining key technology for advisors. |
Daily Data Files |
| Finology Software - Liability Planner | Finology Software | Financial Planning | Sophisticated and intuitive tools for student loan repayment planning. |
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| Adviser View | FinTechAutomation | Portfolio Management | FTA offers a comprehensive wealth management platform that provides independent advisers end to end solutions from planning to managing accounts, and access to the ecosystem, in one platform. |
Daily Data Files |