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 |
|---|---|---|---|---|
| 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 | ||
| 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 |
| 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 |
|
| Integration Partner | INSART | Outsourcing Providers | Teams to implement integrations without any delay and lost profits. |
|
| CRM Integrations | INSART | CRM Consultants, Outsourcing Providers | Integrate with one of the top 5 CRM for financial services firms. |
|
| intelliflo redblack | intelliflo | Trading & Rebalancing | inteliflo redblack is a rebalancing, trading & order management system. |
Daily Data Files, Trading Integration |
| Fractional CMO Services | Intention.ly | Practice Management | Grow faster with fractional CMO servics and seasoned C-level mktg leader for strategic support. |
|
| Breakaway Brand Packages | Intention.ly | Website/Portal | Turnkey branding service incl. business cards, value prop, email templates to launch quickly. |
|
| 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. |
Daily Data Files, Single Sign On |