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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
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.   
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 CRM Envestnet | Tamarac CRM

A central integration point for servicing clients and streamlining your business

 API Integration, Daily Data Files, Single Sign On
Advisor Proposal Generator AdvisoryWorld Practice Management

Risk Profiling, Model Management, Goals Analysis with Monte Carlo Simulation and Proposal Generation.
Advisor Rebalancing Envestnet | Tamarac Trading & Rebalancing

The industry’s leading portfolio monitoring, rebalancing and trading application

 API Integration, Daily Data Files, Single Sign On, Trading Integration
Advisor Transitions Agreement Express (AEX)

AEX Transitions is a SaaS-based solution that digitizes and streamlines processes for advisors transitioning between firms.
Advisor View Envestnet | Tamarac Portfolio Management

An elegant portfolio management and performance reporting application.

 API Integration, Daily Data Files, Single Sign On
Advisor Websites AdvisorWebsites.com 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
AdvisorStream AdvisorStream Limited Other, Practice Management

Automated client communication/digital content marketing platform for financial advisors.
Advisor® Xi Envestnet | Tamarac Integrated Platform

Portfolio and client management platform built specifically for independent RIAs.

 API Integration, Daily Data Files, Single Sign On
Advyzon yHLSoft Inc. Billing, CRM, Integrated Platform, Reporting, Website/Portal

Advyzon includes most, if not all, of the technology needed by an advisory firm.

 API Integration, Daily Data Files, Single Sign On
AllBackoffice Managed Operations Solutions AllBackoffice Consulting, LLC Outsourcing Providers, Portfolio Management

Managed reporting and billing for PortfolioCenter® and Web Reportal.

 Daily Data Files
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.
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

There are 234 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.

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RIA Channel will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.

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.

© 2021 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.