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 |
|---|---|---|---|---|
| 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. |
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| 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 |
| FIT Solutions | FIT Solutions | IT/Infrastructure/Hosting | Managed IT Service Provider focused on elite, white-glove service. |
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| Practice Insights | Fligoo | Practice Management, Research & Analytics | We help advisors to engage with their clients more personally using the power of predictive analytics and AI. |
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| Co-Pilot | Flyer Financial Technologies | Trading & Rebalancing | Co-Pilot offers a smart, scalable, multi-asset portfolio and order management platform that supports you before, during and after the trade. |
Daily Data Files |
| Flyer Trading Network (FTN) | Flyer Financial Technologies | Trading & Rebalancing | The Flyer Trading Network is an advanced order routing and allocation tool which standardizes connectivity and workflows across major asset classes making it effortless to trade with your custodians and brokers. |
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| Focal | Focal | Client Profiling FP, Compliance, CRM, Data Aggregator | Enterprise-grade AI meeting notes & automation for financial advisors. |
SIT Provider |
| GIPS Compliance Consulting | Focus 1 Associates LLC | Compliance | GIPS Consulting, GIPS Policies and Procedures Development & Monitoring. |
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| SEC Compliance Consulting | Focus 1 Associates LLC | Compliance | SEC Consulting, Mock Exams, Annual Reviews, Outsourced CCO Services. |
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| ForesideConnect | Foreside | Compliance | Web-based management system to help RIAs meet compliance obligations. |
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| Foreside AdCompliance | Foreside | Compliance | Web-based portal to coordinate marketing material review with the SEC. |
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| Navigator Solution | Forms Logic | Document and Form Management | An integrated digital processing platform to streamline advisors' back office. |
Daily Data Files |
| FP Alpha - A Comprehensive Planning Solution | FP Alpha | Financial Planning | Where AI meets financial planning. Enabling Advisors to Transform Client Data into Comprehensive Financial Plans. |
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| FreemarketsAI Strategist | FreemarketsAI | Research & Analytics | Create robust investment strategies in minutes from millions of data points. |
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| FutureVault | FutureVault | Document and Form Management, Website/Portal | Market-leading digital vault and secure document exchange solutions. |
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| GeoWealth Advisor Platform | GeoWealth | End-to-end, fully integrated advisor platform for RIAs and IBDs. |
Daily Data Files | |
| MIDAS® Withholding Tax Recovery | GlobeTax | Other, Practice Management | GlobeTax is the world's leading provider of withholding tax recovery services. |
Daily Data Files |
| Foreign Withholding Tax Reclaims | Goal Global Recoveries Inc. | Other, UHNW Technology | Goal is a global fintech, specializing in global withholding tax reclamation services, in all major markets. |
Daily Data Files |
| Global Securities Class Actions Recoveries | Goal Global Recoveries Inc. | Document and Form Management, Other, Outsourcing Providers, UHNW Technology | Goal is a global fintech, specializing in global withholding tax reclamation services, in all major markets. |
Daily Data Files |
| RIASure: Cyber and E&O Insurance | Golsan Scruggs | Cybersecurity, Practice Management | Commercial insurance for managing cyber exposures. |
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| GReminders | GReminders | Other, Practice Management | Scheduling, Reminders, and Process Automation with AI Notetaker. |