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 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