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
BASE LOGICLY Research & Analytics
Lumiant HALO Lumiant Client Profiling FP

Health Analysis and Longevity Optimization Assessment
Lumiant Lumiant Website/Portal

An advice engagement & client experience platform.
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
medicaresimple MedicareSimple Financial Planning, Practice Management

Preferred destination for learning, connecting and managing Medicare.

 SIT Provider
Milemarker Milemarker Other, Practice Management

Milemarker helps advisory firms gain control of what they deliver.
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 Advisor Technology Platform Mirador Outsourcing Providers
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
MirrorWeb Insight MirrorWeb Compliance

A communications surveillance platform for the modern workplace.
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

 API Integration
Moneytree Plan Moneytree Software, An Accutech Company Financial Planning

Make recommendations on client financial situation using goal-base and cashflow-based planning tools.

 API Integration
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.

 API Integration, Daily Data Files
Morningstar Direct℠ Morningstar Research & Analytics

Investment analysis and bespoke reporting platform.
Morningstar® ByAllAccounts® Morningstar Other

Complete and consistent data aggregation from over 15,000 sources.

 Daily Data Files
Morningstar® Managed Portfolios℠ Morningstar Investment Management LLC Other, Portfolio Management

Professionally managed portfolios designed to help meet client needs.

 API Integration, Daily Data Files
Salesforce.com Consulting Services Mosaik Consulting LLC CRM Consultants

End to end Salesforce consulting services for financial services.
Moxo Moxo Document and Form Management, Financial Planning, Integrated Platform, Practice Management, Reporting, Website/Portal

Streamline external projects with digital interaction workflows.

There are 397 result(s) that match your criteria.

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

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The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Mention should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

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Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

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