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 |
|---|---|---|---|---|
| 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. |
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| Jackson Technology Solutions | Jackson Technology Solutions | CRM Consultants, Practice Management, Technology Consultants | Technology, operations, process and cybersecurity consulting. |
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| Jedi Database Solutions | Jedi Database Solutions | CRM Consultants | JEDI Database Solutions streamlines client relationship management and workflows, providing a complete view of client data to personalize interactions and drive results. |
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| Business Management vs. Practice Management | Jennifer Goldman Consulting | Compliance, Other, Practice Management | Transform businesses to thrive through improved business initiative management. |
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| Jiffy - Data Warehouse & Aggregation | JIFFY.ai | Practice Management | Cloud-native Data Warehouse unifies wealth data for faster insights. |
API Integration, Daily Data Files |
| Jiffy - AI Notetaker | JIFFY.ai | Practice Management | Automated meeting prep, notes & CRM updates for wealth managers. |
API Integration, Daily Data Files |
| Jiffy - Unified Onboarding | JIFFY.ai | Practice Management | Streamlined onboarding for advisors & investors with faster value delivery. |
API Integration, Daily Data Files |
| Jiffy - Account Servicing | JIFFY.ai | Practice Management | End-to-end account servicing automation that delights clients & advisors. |
API Integration, Daily Data Files |
| Jiffy - Advisor Universal Desktop | JIFFY.ai | Practice Management | Unified dashboard for client insights, service requests & asset growth. |
API Integration, Daily Data Files |
| Jiffy - Next-gen AI Agents | JIFFY.ai | Practice Management | AI Agents unify data & simplify tasks, boosting advisor focus & efficiency. |
API Integration, Daily Data Files |
| Jive Voice/Collaboration | Jive Communications | Other, Practice Management | Cloud-based phone system with Retail and Salesforce integrations. |
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| CompositeBuilder | John Norwood Consulting, LLC | PMS Consultant/ Add Ons | CompositeBuilder: an essential tool for GIPS compliance. |
Daily Data Files |
| Report Check | John Norwood Consulting, LLC | PMS Consultant/ Add Ons | Automated error checking for PortfolioCenter. |
Daily Data Files |
| Jump AI meeting assistant | Jump AI | Other, Practice Management | Jump AI is the industry’s leading AI meeting assistant designed exclusively for financial advisors. |
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| Junxure | Junxure | CRM | The CRM that thinks like an advisor—With Junxure you can harness the power of meaningful data, forge deeper client relationships, and scale using smart automation. Visit www.junxure.com to learn more. |
API Integration, Single Sign On |
| AI-Powered Lead Matching | Kapitalwise | Other | AI-powered matching of high-intent investor prospects to advisors |
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| Kapitalwise Platform | Kapitalwise | Other | Automate nurturing sequences and track every prospect interaction. |
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| High Net Worth Property & Casualty Insurance | Kelly Klee Private Insurance | Other | Kelly Klee is a modern insurance advisor for successful individuals who deserve protection for what they've earned. |
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| ETF Model Portfolio Soultions powered by Nasdaq Dorsey Wright | KKM Models | Research & Analytics, Trading & Rebalancing | KKM Models is a separately managed account solution provider powered by Nasdaq Dorsey Wright. KKM Models provides access to distinct ETF model portfolio strategies. This access is provided with low minimums, flat fees, and the benefits of real-time performance reporting as well as intra-day liquidity. KKM Models technology enables investors to research, customize, and allocate to a wide range of investment models across multiple accounts with comprehensive reporting. |
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| KKM Risk-Based Model Portfolio Solutions | KKM Models | Research & Analytics, Trading & Rebalancing | KKM Models is a separately managed account solution provider powered by Nasdaq Dorsey Wright. KKM Models provides access to distinct ETF model portfolio strategies. This access is provided with low minimums, flat fees, and the benefits of real-time performance reporting as well as intra-day liquidity. KKM Models technology enables investors to research, customize, and allocate to a wide range of investment models across multiple accounts with comprehensive reporting. |
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| Knaspack Pro | Knapsack | Other, Practice Management | Private& compliant meeting assistant. |
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| Knapsack Enterprise | Knapsack | Other, Practice Management | Full AI automation platform synced to your data. |
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| Knomee | Knomee | Client Profiling FP, Practice Management |
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