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
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.
FreemarketsAI Strategist FreemarketsAI Research & Analytics

Create robust investment strategies in minutes from millions of data points.
FutureVault FutureVault Document and Form Management, Website/Portal

Market-leading digital vault and secure document exchange solutions.
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.
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.
GReminders GReminders Other, Practice Management

Scheduling, Reminders, and Process Automation with AI Notetaker.
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.
Halo Investing (Protective Investments Marketplace) Halo Investing Other, Practice Management

Halo is a marketplace connecting investors to protective investments.

 Daily Data Files
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.
ReportWa Hexaview Technologies, Inc. Reporting

is a real-time report creation and distribution solution.
Consulting Services Hexaview Technologies, Inc. Other, Practice Management

Benefit from strategy development to help advisors grow using online marketing.
IT Services & Solutions Highridge Technology, LLC IT/Infrastructure/Hosting

Full Suite of Outsourced IT Solutions for RIAs and Wealth Management Firms.
Tax-free student loan repayment Highway Benefits Financial Planning

Help employers provide $5,250 tax-free towards employees' student debt.

 SIT Provider
Secure Act 2.0 student loan match Highway Benefits Financial Planning

Help employers provide 401k match based on student loan contributions.

 SIT Provider
Holistiplan Holistiplan Financial Planning

Holistiplan simplifies and scales tax planning to save time, deliver more value, and win clients faster.
IFS Onboarding & Account Maintenance IFS Other, Practice Management

Automate the onboarding process and enable digital account maintenance.

 Daily Data Files
Income Planning 2.0 Income Discovery Financial Planning, Other

One-click retirement income strategy optimization.
Paycheck in Retirement Income Discovery Financial Planning, Other

Personalized tax-optimized disbursals in retirement.
Retirement Income Management Software Income Lab Financial Planning

Manage retirement spending adjustments and tax-smart distributions.

 API Integration, Daily Data Files

There are 441 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® is a service 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.

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Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

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Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

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