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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 technology solution

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
55ip Investment Strategy Engine 55ip Practice Management

Automated investment science designed to reduce fees, extreme losses, and taxes.

 Single Sign On
55ip Tax Technology 55ip Practice Management

Proprietary algorithms drive automated tax management capabilities.

 Single Sign On
Addepar Addepar, Inc. Portfolio Management

Data aggregation, analysis, and reporting for financial advisors.

 API Integration, Daily Data Files, Single Sign On
SEC Cybersecurity Service Adelia Risk Cybersecurity

We help you protect your clients and comply with SEC cybersecurity.
NaviPlan Client Portal Advicent Solutions Financial Planning

Empower your clients with the collaborative NaviPlan client portal.
NaviPlan Advicent Solutions Financial Planning

From simple goal-based to advanced cash flow planning, NaviPlan is the answer.

 API Integration
AdvicePay AdvicePay Other, Practice Management

Billing/payment solutions built for fee-for-service financial planning

 Single Sign On
goalgamiPro Advisor Software, Inc. Financial Planning

Quick planning tool for Household Balance Sheet reports.
AdvisorEngine AdvisorEngine CRM, Portfolio Management, Trading & Rebalancing

Advisor Engine builds powerful and intuitive technology for financial firms and advisors to help grow their business.

 Daily Data Files
AdvisorStream AdvisorStream Limited Other, Practice Management

Automated client communication/digital content marketing platform for financial advisors.
Advisor Websites AdvisorWebsites.com Website/Portal

Web platform designed to create and manage compliant, user-friendly advisor sites.
SCANalytics AdvisoryWorld Risk Analysis

Investment Analytics, Portfolio Construction, Hypothetical Illustrations.
Advisor Proposal Generator AdvisoryWorld Practice Management

Risk Profiling, Model Management, Goals Analysis with Monte Carlo Simulation and Proposal Generation.
Advisor Transitions Agreement Express (AEX)

AEX Transitions is a SaaS-based solution that digitizes and streamlines processes for advisors transitioning between firms.
Retirement Health Advisor Aivante Financial Planning

Create fast projections of lifetime healthcare spending, personalized to client health and location.
AllBackoffice Managed Operations Solutions AllBackoffice Consulting, LLC Outsourcing Providers, Portfolio Management

Managed reporting and billing for PortfolioCenter® and Web Reportal.

 Daily Data Files
EnrichVideo Platform Amigobulls Inc Reporting

Personalized, Interactive Video Statements For Financial Institutions.
AccuProfile Andes Wealth Technologies Research & Analytics, Risk Analysis

The Google Maps for Advisors - Navigate emotions w/ client profiling.

 Daily Data Files
AccuRisk Andes Wealth Technologies Risk Analysis

The Google Maps for Advisors - Navigate risk with 360˚ visualization.

 Daily Data Files
billPort Arcons Technology, Inc. Billing

Client billing solution with Invoice, Custodial Exports & fee Sharing.

 Daily Data Files
Client and Advisor Portal & Trading/Rebalancing Arcons Technology, Inc. Trading & Rebalancing

Customizable portal to view client investments and perform trading/rebalancing.
Asset-Map Asset-Map, LLC. Financial Planning

Illustrate a client's complete financial life on just one page.

 Daily Data Files
AssetBook AssetBook Portfolio Management, Reporting

AssetBook is an leading portfolio management and reporting system.

 Daily Data Files
ATA RiskStation ATA RiskStation, LLC Risk Analysis

Highly intuitive cloud-based risk analytics to support RIA risk conversations with clients.
Back Office Connection Outsource Services Back Office Connection Outsourcing Providers

Outsourcing for Today's Advisor.

 Daily Data Files

There are 183 result(s) that match your criteria.

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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.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

LinkedIn is not affiliated with Charles Schwab and Co., Inc.

The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They 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. 

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

For informational purposes only. 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.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2020 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.