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. |
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| Addepar | Addepar, Inc. | Portfolio Management | Data aggregation, analysis, and reporting for financial advisors. |
API Integration, Daily Data Files, Single Sign On |
| Advent Genesis (SM) | SS&C | Advent | Trading & Rebalancing | Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently. |
API Integration, Daily Data Files, Single Sign On, Trading Integration |
| Advent Moxy® | SS&C | Advent | Trading & Rebalancing | State of the art scalability, connectivity and proven order management workflows empowers hundreds of firms |
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 Proposal Generator | AdvisoryWorld | Practice Management | Risk Profiling, Model Management, Goals Analysis with Monte Carlo Simulation and Proposal Generation. |
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| Advisor Transitions | Agreement Express (AEX) | AEX Transitions is a SaaS-based solution that digitizes and streamlines processes for advisors transitioning between firms. |
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| Advisor Websites | AdvisorWebsites.com | Website/Portal | Web platform designed to create and manage compliant, user-friendly advisor sites. |
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| 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. |
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| Advisors AI Assistant | CogniCor Technologies Inc. | Other, Practice Management | Knowledge graph driven contextual AI assistant for advisor growth. |
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| AdvisorStream | AdvisorStream Limited | Other, Practice Management | Automated client communication/digital content marketing platform for financial advisors. |
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| Advyzon | Advyzon | Billing, CRM, Integrated Platform, Portfolio Management, Reporting, Trading & Rebalancing, Website/Portal | Complete technology solution for running an advisory practice. |
API Integration, Daily Data Files, Single Sign On, Trading Integration |
| Alkymi Data Inbox | Alkymi Data Inbox | Document and Form Management, Practice Management | Alkymi Data Inbox is a data extraction and automation application. |
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| AllBackoffice Managed Operations Solutions | AllBackoffice Consulting, LLC | Outsourcing Providers, Portfolio Management | Managed reporting and billing for PortfolioCenter® and Web Reportal. |
Daily Data Files |
| Alternative Asset Model Portfolios | Proteus | Research & Analytics, UHNW Technology | Actively managed, Model Portfolios of Alternative Investments that simplify the management and construction of diversified portfolios for advisors. |
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| Alternative Investment Technology Platform | Proteus | Research & Analytics, UHNW Technology | Proteus simplifies access to alternative investments for private wealth clients who are Accredited Investors and Qualified Purchasers. |
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| APX (Advent Portfolio Exchange®) | SS&C | Advent | CRM, Portfolio Management | One database for portfolio and contact management, deep accounting capabilities + transaction history. |
Daily Data Files, Trading Integration |
| Assemblage | Trumpet, Inc. | Reporting | Ditch the manual process - use Assemblage to prepare & deliver performance reports. |
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| Asset-Map | Asset-Map, LLC. | Financial Planning | Illustrate a client's complete financial life on just one page. |
Daily Data Files |