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
Unified Managed Account Solution Envestnet | Tamarac Other, Practice Management

SMA & UMA management through Envestnet’s managed account platform.

Tamarac Trading Envestnet | Tamarac Trading & Rebalancing

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

API Integration, Daily Data Files, Single Sign On, Trading Integration
PortfolioCenter Hosted Envestnet | Tamarac Portfolio Management

PortfolioCenter Hosted in our cloud service.

Daily Data Files
Yodlee Envestnet | Yodlee Data Aggregator

A leading data aggregation & analytics platform for financial services

Logicly ETFLogic Research & Analytics

Logicly streamlines investment research and portfolio workflows for advisors with an all-in-one analytics platform.

Daily Data Files
Ethos ESG Ethos Practice Management, Research & Analytics

Ethos is powerful ESG software for financial advisors.

Fabric Fabric Portfolio Management, Risk Analysis

Fabric provides advisors with actionable insight into market risk.

FactSet Wealth Management Workstation FactSet Research & Analytics

Global, multi-asset class research and portfolio analytics platform:
 

Daily Data Files
SEC Compliance Administration Fairview Investment Services Compliance

Fairview helps RIAs maintain meaningful and fully documented compliance programs.

Fee Benchmarker Fi360 Reporting, Research & Analytics

The Fee Benchmarker® unlocks access to a unique and highly regarded database of retirement specialist advisors’ fees and services and provides you with a plan sponsor ready report. In a few simple clicks, you can produce on-demand reports for prospecting,

Daily Data Files
Fiduciary Focus Toolkit Fi360 Reporting, Research & Analytics

Combining Fi360’s Prudent Practices, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ drives superior client outcomes, enabling you to achieve better business results.

Daily Data Files
FinaMetrica Risk Profiling FinaMetrica Pty Ltd. Research & Analytics

Psychometrically-based, user-friendly risk profiling system.

FinFolio Web App FinFolio, Inc Portfolio Management

Bundled solution combining key technology for advisors.

Daily Data Files
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
FIT Solutions FIT Solutions IT/Infrastructure/Hosting

Managed IT Service Provider focused on elite, white-glove service.

Co-Pilot Flyer Financial Technologies Trading & Rebalancing

Co-Pilot offers a smart, scalable, multi-asset portfolio and order management platform that supports you before, during and after the trade.

Daily Data Files
Flyer Trading Network (FTN) Flyer Financial Technologies Trading & Rebalancing

The Flyer Trading Network is an advanced order routing and allocation tool which standardizes connectivity and workflows across major asset classes making it effortless to trade with your custodians and brokers.

GIPS Compliance Consulting Focus 1 Associates LLC Compliance

GIPS Consulting, GIPS Policies and Procedures Development & Monitoring.

SEC Compliance Consulting Focus 1 Associates LLC Compliance

SEC Consulting, Mock Exams, Annual Reviews, Outsourced CCO Services.

ForesideConnect Foreside Compliance

Web-based management system to help RIAs meet compliance obligations.

Foreside AdCompliance Foreside Compliance

Web-based portal to coordinate marketing material review with the SEC.

FP Alpha - A Comprehensive Planning Solution FP Alpha Financial Planning

Where AI meets financial planning. Enabling Advisors to Transform Client Data into Comprehensive Financial Plans.

FreemarketsAI Strategist FreemarketsAI Research & Analytics

Create robust investment strategies in minutes from millions of data points.

GeoWealth Advisor Platform GeoWealth

End-to-end, fully integrated advisor platform for RIAs and IBDs.

MIDAS® Withholding Tax Recovery GlobeTax Other, Practice Management

GlobeTax is the world's leading provider of withholding tax recovery services.

Daily Data Files