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 Sort descending 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
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
Act Analytics ESG Platform Act Analytics Corp. Research & Analytics

End-to-end solution that helps RIAs build an ESG book of business.   

ACx Envestnet Credit Exchange Other

Credit solutions alongside planning, investing, and protection tools.

Adaptive One-Click Downside Protection Adaptive Investment Solutions, LLC Portfolio Management, Research & Analytics, Risk Analysis

Personalized hedging to dial down risk & limit portfolio losses.

Adaptive Risk Analytics Adaptive Investment Solutions, LLC Portfolio Management, Research & Analytics, Risk Analysis

Factor analysis, forward & back tests for DIY downside protection.

Addepar Addepar, Inc. Portfolio Management

Data aggregation, analysis, and reporting for financial advisors.

API Integration, Daily Data Files, Single Sign On
Adhesion Wealth Platform Adhesion Wealth Advisor Solutions, Inc. Portfolio Management, Integrated Platform, Outsourcing Providers, Practice Management, Trading & Rebalancing

Pioneer provider of managed account solutions,empowering advisors with the ability to build sophisticated unified managed account (UMA) strategies.

Daily Data Files, Trading Integration
Advent Genesis (SM) SS&C | Advent Trading & Rebalancing

​​​​​​Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency.

API Integration, Daily Data Files, Single Sign On, Trading Integration
Advent Moxy® SS&C | Advent Trading & Rebalancing

​​​​​​Industry standard multi-asset, multi-currency, full-lifecycle OMS, including pre-trade and post-trade compliance, enabling wealth managers to efficiently implement investment strategies and monitor portfolios.

Daily Data Files, Trading Integration
AdvicePay AdvicePay Other, Practice Management

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

Single Sign On
Adviser View FinTechAutomation Portfolio Management

FTA offers a comprehensive wealth management platform that provides independent advisers end to end solutions from planning to managing accounts, and access to the ecosystem, in one platform.

Daily Data Files
Advisor Branding & Design Reality Marketing Group (RMG) Practice Management

Branding and creative geared towards growing business.

Advisor Estate Planning Platform MyAdvocate Estate Planning Financial Planning

Advisor Estate Planning Platform

Advisor Proposal Generator AdvisoryWorld Practice Management

Risk Profiling, Model Management, Goals Analysis with Monte Carlo Simulation and Proposal Generation.

Advisor Services Exchange Advisor Services Exchange Integrated Platform

Get better decision making through strategic insights & business intel.

Advisor Transitions Agreement Express (AEX)

AEX Transitions is a SaaS-based solution that digitizes and streamlines processes for advisors transitioning between firms.

Advisor Website Design Reality Marketing Group (RMG) Other, Practice Management

Bespoke, solution-driven websites built to market and generate leads.

Advisor Websites Website/Portal

Web platform designed to create and manage compliant, user-friendly advisor sites.

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
AdvisorPeak AdvisorPeak Trading & Rebalancing

AdvisorPeak's trading and rebalancing software is the most powerful and intuitive way to manage your client portfolios. The AdvisorPeak software is supported by an experienced team with more than a decade of experience building software solutions for the wealth management industry. user-friendly interface makes onboarding a breeze where you'll be creating models, managing accounts, trading, and rebalancing efficiently, saving you time to focus on maintaining client relationships.

Advisors AI Assistant CogniCor Technologies Inc. Other, Practice Management

Knowledge graph driven contextual AI assistant for advisor growth.

AdvisorStream AdvisorStream Limited Other, Practice Management

Automated client communication/digital content marketing platform for financial advisors.