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 |
|---|---|---|---|---|
| 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 |
| 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. |
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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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| Compliance Services | Integrated Compliance Advisors | Compliance | Turn-key compliance program built for SEC & state RIAs. |
Daily Data Files |
| Cybersecurity Services | Integrated Cyber Advisors | Compliance, Cybersecurity | End-to-end cybersecurity tailored to regulatory standards. |
|
| 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. |
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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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| Invent Platform | Invent | Data Aggregator, Practice Management | Invent unifies a firm's systems and applications into a single, operationally efficient cloud ecosystem. |
Daily Data Files, Single Sign On |
| Investipal | Investipal | Practice Management | Investipal is an AI-powered platform designed to help financial advisors streamline client intake, proposals, investment policy statements, and onboarding workflows. The platform integrates directly with major custodians and CRM systems, allowing advisors to pull client data seamlessly and maintain a consistent workflow without switching between tools. |
Daily Data Files |
| 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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| InvestorCOM PeerCompare | InvestorCOM | Compliance | Make compliant product recommendations that are in the client’s best interest. |
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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. |