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 |
|---|---|---|---|---|
| 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. |
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| 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. |
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| 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. |
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| 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. |
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| RIASure: Cyber and E&O Insurance | Golsan Scruggs | Cybersecurity, Practice Management | Commercial insurance for managing cyber exposures. |
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| Grendel Online | Grendel Online | CRM | Premier CRM platform built for the financial professional. |
Daily Data Files |
| Greytwist Cybersecurity Governance Platform | Greytwist, LLC | Compliance, Cybersecurity | Greytwist has designed a cost-effective Data Governance platform that help firms develop strong practices to mitigate data privacy risks. |
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| Halo Investing (Protective Investments Marketplace) | Halo Investing | Other, Practice Management | Halo is a marketplace connecting investors to protective investments. |
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| Healthpilot: Medicare Made Easy | Healthpilot Technologies | Financial Planning | Healthpilot is a transformative digital platform to aid clients in Medicare insurance selection. |
Daily Data Files |
| Health & Wealth Education & Decision Tools | HealthyHive | Financial Planning | We add value in the following ways. |
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| ReportWa | Hexaview Technologies, Inc. | Reporting | is a real-time report creation and distribution solution. |
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| Consulting Services | Hexaview Technologies, Inc. | Other, Practice Management | Benefit from strategy development to help advisors grow using online marketing. |
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| IT Services & Solutions | Highridge Technology, LLC | IT/Infrastructure/Hosting | Full Suite of Outsourced IT Solutions for RIAs and Wealth Management Firms. |
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| Tax-free student loan repayment | Highway Benefits | Financial Planning | Help employers provide $5,250 tax-free towards employees' student debt. |
SIT Provider |