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
Digital Communications Platform InvestCloud Practice Management, UHNW Technology, Website/Portal

Enables engaged client and advisor communications at scale.
Digital Planning Platform InvestCloud Financial Planning, Practice Management, UHNW Technology

Enabling comprehensive planning at any stage of the wealth continuum.
Financial Supermarket™ InvestCloud Other, Practice Management

Digital marketplace for shopping and selling financial products.
InvestmentPOD for Advisors InvestmentPOD Other, Practice Management

POD = Passive, Opportunistic, Defensive. The only multi-strategy automated investing platform in the financial services industry.
InvestorCOM PeerCompare InvestorCOM Compliance

Make compliant product recommendations that are in the client’s best interest.
ComplianceExpress InvestorCOM Compliance

Manage document delivery and recordkeeping from a single platform.
InvestorCOM ShelfMonitor InvestorCOM Compliance

Monitor and manage your ever-changing product shelf.
InvestorCOM RolloverAnalyzer InvestorCOM Inc. Compliance

Analysis, disclosure and record-keeping in one platform.
MyRepChat Ionlake Other, Practice Management

MyRepChat is an advisor tool that enables clients and advisors to communicate through SMS text.
RIA Platform - Technology Solutions Iris Software IT/Infrastructure/Hosting

We provide Platform Development and engineering services that focuses on transforming legacy applications and delivering modern industry leading solutions.
Data and Analytics Iris Software Research & Analytics

Our IP driven capabilities and experience includes Data Engineering, Transforming to a Modern Data Architecture to support Big Data platforms and Advanced Analytics.
Total AdvisorCloud VDI ITEGRIA, LLC Cybersecurity, IT/Infrastructure/Hosting

RIA exclusive 100% cloud based Virtual Desktop Infrastructure.
Business Management vs. Practice Management Jennifer Goldman Consulting Compliance, Other, Practice Management

Transform businesses to thrive through improved business initiative management.
JIFFY.ai AUTOMATE JIFFY.ai Other

Integrated low-code platform that uses the powers of AI, ML/DL, NLP.
JIFFY.ai HyperApps JIFFY.ai Other

End-to-end Business Process Automation for Enterprises.
Jive Voice/Collaboration Jive Communications Other, Practice Management

Cloud-based phone system with Retail and Salesforce integrations.
CompositeBuilder John Norwood Consulting, LLC PMS Consultant/ Add Ons

CompositeBuilder: an essential tool for GIPS compliance.
Report Check John Norwood Consulting, LLC PMS Consultant/ Add Ons

Automated error checking for PortfolioCenter.
Junxure Junxure CRM

The CRM that thinks like an advisor—With Junxure you can harness the power of meaningful data, forge deeper client relationships, and scale using smart automation. Visit www.junxure.com to learn more.

 API Integration, Single Sign On
High Net Worth Property & Casualty Insurance Kelly Klee Private Insurance Other

Kelly Klee is a modern insurance advisor for successful individuals who deserve protection for what they've earned.
ETF Model Portfolio Soultions powered by Nasdaq Dorsey Wright KKM Models Research & Analytics, Trading & Rebalancing

KKM Models is a separately managed account solution provider powered by Nasdaq Dorsey Wright. KKM Models provides access to distinct ETF model portfolio strategies. This access is provided with low minimums, flat fees, and the benefits of real-time performance reporting as well as intra-day liquidity. KKM Models technology enables investors to research, customize, and allocate to a wide range of investment models across multiple accounts with comprehensive reporting.
KKM Risk-Based Model Portfolio Solutions KKM Models Research & Analytics, Trading & Rebalancing

KKM Models is a separately managed account solution provider powered by Nasdaq Dorsey Wright. KKM Models provides access to distinct ETF model portfolio strategies. This access is provided with low minimums, flat fees, and the benefits of real-time performance reporting as well as intra-day liquidity. KKM Models technology enables investors to research, customize, and allocate to a wide range of investment models across multiple accounts with comprehensive reporting.
Koyfin Koyfin Research & Analytics

Market data and analytics covering stocks, ETFs, Mutual Funds, fx and economic data.
Kwanti Analytics Kwanti Research & Analytics

Efficient platform for portfolio construction and proposal generation.

 Daily Data Files, Single Sign On
Term Life Insurance Ladder Other, Practice Management

Ladder is term life insurance built to be instant, simple, and smart.

There are 328 result(s) that match your criteria.

0719-93C0

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 about privacy at Schwab at www.schwab.com/privacy.

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

For informational purposes only. 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.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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