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 |
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Retirement Income Management Software | Income Lab | Financial Planning | Manage retirement spending adjustments and tax-smart distributions. |
Daily Data Files |
E&O Insurance | Independent Property & Casualty Group (IPCG) | Other, Practice Management | Professional Liability insurance, also known as Errors and Omissions (E&O) coverage, is designed to protect your business against claims that professional advice or services you provided caused a customer financial harm due to actual or alleged mistakes or a failure to perform a service. |
SIT Provider |
Business Owners Insurance (including general liability) | Independent Property & Casualty Group (IPCG) | Other, Practice Management | A Business Owner's Policy (BOP) is a package of insurance policies that combines property and liability insurance to protect businesses from a variety of claims. |
SIT Provider |
WealthIQ | Informa Financial Intelligence | Portfolio Management | Custom portfolio proposal software. |
Daily Data Files |
Fintech Engineering Team | INSART | Website/Portal | Secure teams for Fintech product building and customization |
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Integration Partner | INSART | Outsourcing Providers | Teams to implement integrations without any delay and lost profits. |
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CRM Integrations | INSART | CRM Consultants, Outsourcing Providers | Integrate with one of the top 5 CRM for financial services firms. |
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intelliflo redblack | intelliflo | Trading & Rebalancing | inteliflo redblack is a rebalancing, trading & order management system. |
Trading Integration |
Fractional CMO Services | Intention.ly | Practice Management | Grow faster with fractional CMO servics and seasoned C-level mktg leader for strategic support. |
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Breakaway Brand Packages | Intention.ly | Website/Portal | Turnkey branding service incl. business cards, value prop, email templates to launch quickly. |
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ICE Connect | Intercontinental Exchange (ICE) | Research & Analytics | Built for investment and wealth management workflows, ICE Connect enables advisors to access client portfolio data alongside global real-time market data, news and tools to analyze securities and holdings. |
SIT Provider |
Integrated Digital Ecosystem as a Service (iDEaaS)™ | Invent.us | Other | The Invent Integrated Digital Ecosystem as a Service helps financial institutions digitally transform their legacy proprietary applications, antiquated third-party integrations, and complex business processes by avoiding costly pitfalls related to challenging digital transformation projects and enabling firms with a robust technology framework and developer tool set to quickly scale, customize, and build a unique unified user experience across the entire wealth management value chain. |
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Digital Communications Platform | InvestCloud | Practice Management, UHNW Technology, Website/Portal | Enables engaged client and advisor communications at scale. |
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Digital Planning Platform | InvestCloud | Financial Planning, Practice Management, UHNW Technology | Enabling comprehensive planning at any stage of the wealth continuum. |
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Financial Supermarket™ | InvestCloud | Other, Practice Management | Digital marketplace for shopping and selling financial products. |
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InvestmentPOD for Advisors | InvestmentPOD | Other, Practice Management | POD = Passive, Opportunistic, Defensive. The only multi-strategy automated investing platform in the financial services industry. |
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ComplianceExpress | InvestorCOM | Compliance | Manage document delivery and recordkeeping from a single platform. |
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InvestorCOM ShelfMonitor | InvestorCOM | Compliance | Monitor and manage your ever-changing product shelf. |
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InvestorCOM PeerCompare | InvestorCOM | Compliance | Make compliant product recommendations that are in the client’s best interest. |
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InvestorCOM RolloverAnalyzer | InvestorCOM Inc. | Compliance | Analysis, disclosure and record-keeping in one platform. |
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StoryTeller | InvestSuite | Reporting | StoryTeller is an API-based solution which, based on minimal input data requirements, allows financial institutions to automatically generate narrative-based reports that explain the how and why of the performance of their clients' investments. |
SIT Provider |
MyRepChat | Ionlake | Other, Practice Management | MyRepChat is an advisor tool that enables clients and advisors to communicate through SMS text. |
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RIA Platform - Technology Solutions | Iris Software | IT/Infrastructure/Hosting | We provide Platform Development and engineering services that focuses on transforming legacy applications and delivering modern industry leading solutions. |
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Data and Analytics | Iris Software | Research & Analytics | Our IP driven capabilities and experience includes Data Engineering, Transforming to a Modern Data Architecture to support Big Data platforms and Advanced Analytics. |
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Total AdvisorCloud VDI | ITEGRIA, LLC | Cybersecurity, IT/Infrastructure/Hosting | RIA exclusive 100% cloud based Virtual Desktop Infrastructure. |