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
XLR8 Concenter Services CRM Consultants

Salesforce customized for Advisors and Wealth Managers

API Integration
Mobile Scribe Copytalk Practice Management

Copytalk provides secure transcription via phone or smartphone app.

All-In-One Cybersecurity Platform Coro.net Cybersecurity

One pane of glass and price to Protect Email, Endpoints, Wi-Fi, DLP and Cloud Apps.

Cred Cred Financial Solutions Practice Management

Attract clients through personalization across the entire investment journey.

Daily Data Files
d1g1t Enterprise Wealth Management Platform d1g1t Inc. Integrated Platform

Enterprise wealth management platform powered by advanced analytics and risk management tools.

Custom Automation Software Database Concepts, LLC Other, Practice Management

Software to automate office and trade functions.

Financial DNA DNA Behavior Resources USA, Inc Client Profiling FP, Financial Planning

Online financial personality management solution using validated financial personality insights.

ePACS Docupace Technologies, LLC Document and Form Management

Cloud based SEC/FINRA compliant paperless workflow and document management.

DocuSign DocuSign Compliance, Document and Form Management, IT/Infrastructure/Hosting, Other, Practice Management

Send and sign agreements securely from virtually any device.

SmartOffice Ebix Practice Management

CRM, reporting, and investment data feeds in one powerful solution.

Daily Data Files
Small Business Health Insurance eHealth Other, Practice Management

Quickly connect your clients with affordable insurance coverage. 

Medicare by eHealth eHealth Other, Practice Management

Quickly connect your clients with optimal Medicare coverage. 

Individual and Family Health Insurance eHealth Other, Practice Management

Quickly connect your clients with affordable insurance coverage. 

emX eMoney Financial Planning, Integrated Platform

Combines our advisor and client experiences, along with robust data aggregation.

API Integration, Single sign-on, Daily Data Files
Emotomy Emotomy Portfolio Management

Emotomy is an end-to-end digital investment advice platform for financial institutions.

Daily Data Files, Single Sign On
ACx Envestnet Credit Exchange Other

Credit solutions alongside planning, investing, and protection tools.

HealthPilot Envestnet Health Care Exchange Integrated Platform

A game-changing platform for Medicare-eligible clients.

FIDx Envestnet Insurance Exchange Other

Access leading insurance carriers/solutions, annuities and investments.

Trucendent Envestnet Trust Services Exchange Integrated Platform

A fully integrated and guided platform for client wealth transfers.

Envestnet Logix Envestnet | Logix Client Profiling FP, Financial Planning

Finance Logix® combines the latest technologies with easy-to-use financial planning software.

    Daily Data Files
    Envestnet Logix Envestnet | Logix Client Profiling FP, Financial Planning

    Finance Logix® combines the latest technologies with easy-to-use financial planning software

    Daily Data Files
    Envestnet | MoneyGuide Envestnet | MoneyGuide Financial Planning

    A leading goals-based financial planning solution.

    API Integration
    Envestnet Platform Envestnet | Tamarac Integrated Platform

    A unified wealth management platform and ecosystem of tools.

    API Integration, Single sign-on, Daily Data Files, Trading Integration
    Tamarac CRM Envestnet | Tamarac CRM

    A central point for servicing clients and streamlining business.

    Tamarac Reporting Envestnet | Tamarac Portfolio Management

    An elegant portfolio management and performance reporting application.

    API Integration, Single sign-on, Daily Data Files