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 |
|---|---|---|---|---|
| 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. |
|
| BillFin™ | Envestnet|BillFin | Billing | A modern AUM billing solution for RIAs and financial advisors. |
API Integration, 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. |
|
| Exhibit A | Exhibit A | Reporting, Research & Analytics | Custom-branded charts and decks to elevate every client conversation. |
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| 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 | Client Profiling FP, Data Aggregator, Document and Form Management, Practice Management | Feathery automates client onboarding & servicing for advisors. |
|
| Fi-Tek Global Wealth Enterprise Solution | Fi-Tek | Integrated Platform, Other, Outsourcing Providers, Portfolio Management, Reporting, Trading & Rebalancing, UHNW Technology | Wealth management platform for RIAs and Wealth Trust organizations |
Daily Data Files |
| Global Wealth for Family Offices | Fi-Tek | Integrated Platform, Other, Outsourcing Providers, Reporting, UHNW Technology | Integrated solution was created to meet the specific needs of the modern family office |
Daily Data Files |
| 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. |
|
| Break Analytics | Financial Cloud Works, LLC | Financial Planning | Advanced IRA software built for financial planners. |
|
| 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 |
| FinDash | FinDash, Inc. | Financial Planning, Practice Management | AI workspace for RIAs: planning, CRM, workflows, reporting |
|
| FinFolio Web App | FinFolio, Inc | Portfolio Management | Bundled solution combining key technology for advisors. |
Daily Data Files |
| FinPortal | FinMason | Portfolio Management, Research & Analytics | Client-facing portal for interactive portfolio analytics insights |
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| FinRiver Analytics API | FinMason | Portfolio Management, Research & Analytics, Risk Analysis | FinRiver API delivers portfolio risk, performance, and analytics. |
|
| FINNY AI-Driven Organic Growth and Marketing Engine | Finny | Other, Practice Management, Website/Portal | Find, connect with, and convert the right leads at the right time |
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 |
| First Rate Core 2.0 - Client Reporting Platform | First Rate | Portfolio Management, Reporting | Personalized, modular reporting platform with built-in oversight tools. |
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| Back-Office Tool - First Rate Professional | First Rate | Reporting | A scalable solution for back-office efficiency and accuracy. |