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 |
|---|---|---|---|---|
| BondIT | BondIT | Portfolio Management | Independent portfolio construction technology for fixed income leveraging AI. |
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| E&O Insurance | Box Professional Insurance LLC EO Insurance | Practice Management | Serving only RIA’s we get the coverage needed so you have the peace of mind you want. |
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| Atlas | Bridge Financial Technology (BridgeFT) | Portfolio Management | Automation software for a simplified back-office experience. |
Daily Data Files |
| WealthTech API by BridgeFT | BridgeFT | Data Aggregator, Practice Management | API-first, wealth infrastructure platform that delivers trade-ready, multi-custodial data aggregation and wealth applications. |
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| Digital Lead Optimizer | Broadridge | Practice Management | Inbound digital lead campaign for RIAs seeking to optimize lead generation. |
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| Websites and Marketing Automation for RIAs | Broadridge | Innovative websites and automated content marketing for prospecting and retention. |
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| Global Class Action Services (GCAS) | Broadridge Global Class Action Services | Practice Management | Automated Portfolio Monitoring and Class Actions Claims Filing. |
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| ProxyEdge Voting Platform | Broadridge ProxyEdge Voting Platform | Other, Practice Management | Institutional Proxy Voting Platform |
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| Consulting Services | Byrnes Consulting, LLC | Practice Management | Benefit from strategy development to help advisors grow using online marketing. |
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| Personalized Video Emails | Byrnes Consulting, LLC | Practice Management | Wowing clients and winning new business with personalized video emails. |
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| Canoe Intelligence | Canoe Software Canoe Intelligence | Data Aggregator, UHNW Technology | Canoe automates reporting workflows for alternative investments. |
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| BTA+Valuation | Capital Valuation Group, Inc. | Financial Planning, Research & Analytics | The BTA+Valuation tool helps advisors work with business owners to use financial statements to understand business trends and arrive at a reliable business value for financial planning: |
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| Capitect | Capitect | Practice Management, Reporting | A modern client dashboard for advisors. |
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| Executive Business Coaching | Carson Coaching | Other, Practice Management | Carson Coaching is the leading executive business coaching program for advisors |
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| Carson Coaching Online | Carson Coaching | Other, Practice Management | Carson Coaching Online is a training and practice management solution for advisors |
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| Catchlight AI | Catchlight Insights, LLC | Practice Management | AI tech to help advisors append data to and filter leads based on likelihood to close. |
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| Class Action Claim Recovery | Chicago Clearing Corporation | Practice Management | Chicago Clearing Corporation (CCC) files claims and recovers settlement proceeds for harmed investors in class action litigations. |
Daily Data Files |
| CircleBlack | CircleBlack | Data Aggregator | The all-in-one platform for the relationship-focused financial advisor |
Daily Data Files, Single Sign On |
| ESG Risk | Clarity AI ESG Risk | Practice Management | Assess Environmental, Social and Governance related risks |
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| Impact Highlights | Clarity AI Impact Highlights | Practice Management | Report to clients the sustainability footprint of your portfolio |
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| UN SDGs | Clarity AI UN SDGs | Practice Management | Measure portfolio impact across the UN SDGs. |
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| Clearnomics | Clearnomics, Inc | Research & Analytics | Clearnomics is the market insights platform for wealth advisors. |
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| Clearwater | Clearwater | Data Aggregator, Portfolio Management, Reporting | Harness leading technology to drive efficient and effective client experiences. |
Daily Data Files |
| Advisors AI Assistant | CogniCor Technologies Inc. | Other, Practice Management | Knowledge graph driven contextual AI assistant for advisor growth. |
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| College-planning software | Collegiate Funding Solutions | Financial Planning | CFS equips RIA's with college-planning, software, support and marketing material needed to. |