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 |
|---|---|---|---|---|
| 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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| 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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| 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 |
| 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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| 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 |
| Commercial Insurance | Golsan Scruggs | Cybersecurity, Practice Management | Golsan Scruggs has developed a RIA risk assessment process called RIASURE. This proprietary process helps us understand your firm’s unique fiduciary exposures and analyze coverage issues so that a proper solution is structured to mitigate these exposures. |
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| Greenboard | Greenboard | Compliance, Document and Form Management, Integrated Platform, IT/Infrastructure/Hosting, Reporting, Research & Analytics, Risk Analysis | SEC & FINRA compliance platform powered by modern AI automation. |
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| ReportQuest | Greenhill Investment Reporting | Portfolio Management, Reporting | GreenHill’s ReportQuest is a performance reporting platform designed to support wealth managers, banks, institutional investors, and not-for-profit organizations. The tool enables accurate and customizable investment performance reporting, empowering firms to make more informed decisions, enhance transparency and improve client communication. |
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| GReminders | GReminders | Other, Practice Management | Scheduling, Reminders, and Process Automation with AI Notetaker. |
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| 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. |
Daily Data Files |
| Managed IT Services and Security | Havoc Defense | IT/Infrastructure/Hosting |
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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. |