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 |
---|---|---|---|---|
Laser App Anywhere | Laser App, A division of iPipeline, Inc. | Document and Form Management | Cloud based forms filling solution which leverages existing data. |
API Integration |
Laser App Enterprise | Laser App, A division of iPipeline, Inc. | Document and Form Management | Installed forms filling solution which leverages existing data. |
Single Sign On |
LifeYield Portfolio Advantage | LifeYield | Financial Planning | Automate and quantify optimal asset location in dollars and cents. |
Daily Data Files, Single Sign On |
LifeYield Social Security Advantage | LifeYield | Financial Planning | Maximize Social Security, interface compares best strategies that show. |
Daily Data Files, Single Sign On |
Liquidity Calendar | Liquidity Calendar Services LLC | Reporting | Understand your liquidity across strategies, funds, tranches and more. |
|
LoanBuddy for Advisors | LoanBuddy | Financial Planning, Other | Software for student loan repayment planning. |
|
Lockton Advisor - RIA Cyber Liability and E&O Insurance | Lockton Affinity | Cybersecurity, Practice Management | Cyber Liability, E&O and Fiduciary Insurance solutions customized for fee-only RIAs |
|
PRO | LOGICLY | Portfolio Management | AI-powered solution that simplifies and automates portfolio management. |
Daily Data Files |
BASE | LOGICLY | Research & Analytics | ||
Magnifi.com | Magnifi | Practice Management, Research & Analytics | Modern investment marketplace to discovery, diligence, & act-on funds. |
Daily Data Files |
MarketXLS | MarketXLS Limited | Research & Analytics | Excel-based investment research solution. |
|
Masttro | Masttro | Document and Form Management, Portfolio Management, Reporting, UHNW Technology | Delivering comprehensive and interactive views of total net worth. |
Daily Data Files |
Mirador, LLC Advisor Technology Platform | Mirador | Outsourcing Providers | ||
Mirador, LLC Middle Office Services | Mirador | Outsourcing Providers | Middle office support as an extension of your staff; reduce in-house need. |
|
Mirador, LLC Advisor-Client Portal | Mirador | UHNW Technology, Website/Portal | A next generation digital protal built to serve advisors and clients. |
|
Mirador, LLC Expert Services | Mirador, LLC | CRM Consultants, Technology Consultants, UHNW Technology | Technology & operations consulting: strategy; selection; implement; operate. |
|
Mirador, LLC Consolidated Financial Reporting | Mirador, LLC | Data Aggregator, Outsourcing Providers, Portfolio Management, UHNW Technology | Data aggregation, analysis, and reporting service for financial advisors. |
Daily Data Files |
Mobile Assistant | Mobile Assistant, Inc. | Practice Management | Mobile Assistant is the secure, accurate way to document client meetings. |
|
Moneytree Advise | Moneytree Software, An Accutech Company | Financial Planning | Intuitive navigation allows view of side-by-side scenario comparisons for rich client interaction |
Daily Data Files |
Moneytree Plan | Moneytree Software, An Accutech Company | Financial Planning | Make recommendations on client financial situation using goal-base and cashflow-based planning tools. |
Daily Data Files |
Morningstar Office | Morningstar | Billing, CRM, Integrated Platform, Portfolio Management | All-in-one practice and portfolio management solution. |
API Integration, Daily Data Files, Single Sign On |
Morningstar Total Rebalance Expert® | Morningstar | Trading & Rebalancing | Tax sensitive rebalancer. |
API Integration, Daily Data Files, Single Sign On, Trading Integration |
Morningstar® Advisor Workstation℠ | Morningstar | Portfolio Management, Reporting, Research & Analytics | Research and account management platform to build client relationships. |
|
Morningstar Direct℠ | Morningstar | Research & Analytics | Investment analysis and bespoke reporting platform. |
|
Morningstar® Goal Bridge | Morningstar | Financial Planning | Goals-based planning tool connecting goals to actionable investment plans. |
API Integration, Daily Data Files, Single Sign On |