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
MIDAS® Withholding Tax Recovery GlobeTax Other, Practice Management

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

 Daily Data Files
Foreign Ordinary Share & ADR Dividend Withholding Tax Reclaim Service Goal Global Recoveries Inc. Other, UHNW Technology

Goal is a fintech firm, specializing in global tax reclamation services, in all major markets.
Global Securities Class Action Recovery Services Goal Global Recoveries Inc. Document and Form Management, Other, Outsourcing Providers, UHNW Technology

Goal is a fintech firm, specializing in global class action recoveries.
RIASure: Cyber and E&O Insurance Golsan Scruggs Cybersecurity, Practice Management

Commercial insurance for managing cyber exposures.
Grendel Online Grendel Online CRM

Premier CRM platform built for the financial professional.

 Daily Data Files
Greytwist Cybersecurity Governance Platform Greytwist, LLC Compliance, Cybersecurity

Greytwist has designed a cost-effective Data Governance platform that help firms develop strong practices to mitigate data privacy risks.
Halo Investing (Protective Investments Marketplace) Halo Investing Other, Practice Management

Halo is a marketplace connecting investors to protective investments.
Healthpilot: Medicare Made Easy Healthpilot Technologies Financial Planning

Healthpilot is a transformative digital platform to aid clients in Medicare insurance selection. 

 Daily Data Files
Health & Wealth Education & Decision Tools HealthyHive Financial Planning

We add value in the following ways.
ReportWa Hexaview Technologies, Inc. Reporting

is a real-time report creation and distribution solution.
Consulting Services Hexaview Technologies, Inc. Other, Practice Management

Benefit from strategy development to help advisors grow using online marketing.
IT Services & Solutions Highridge Technology, LLC IT/Infrastructure/Hosting

Full Suite of Outsourced IT Solutions for RIAs and Wealth Management Firms.
Holistiplan Holistiplan Financial Planning
IFS Onboarding & Account Maintenance IFS Other, Practice Management

Automate the onboarding process and enable digital account maintenance.

 Daily Data Files
The Zephyr Platform Informa Financial Intelligence Research & Analytics

Asset allocation and portfolio analysis, construction and presentation software.

 Daily Data Files
WealthIQ Informa Financial Intelligence Portfolio Management

Custom portfolio proposal software.

 Daily Data Files
Integration Partner INSART Outsourcing Providers

Teams to implement integrations without any delay and lost profits.
CRM Integrations INSART CRM Consultants, Outsourcing Providers

Integrate with one of the top 5 CRM for financial services firms.
Fintech Engineering Team INSART Website/Portal

Secure teams for Fintech product building and customization

Integrated Digital Ecosystem as a Service (iDEaaS)™ Invent.us Other

The Invent Integrated Digital Ecosystem as a Service helps financial institutions digitally transform their legacy proprietary applications, antiquated third-party integrations, and complex business processes by avoiding costly pitfalls related to challenging digital transformation projects and enabling firms with a robust technology framework and developer tool set to quickly scale, customize, and build a unique unified user experience across the entire wealth management value chain.
Digital Communications Platform InvestCloud Practice Management, UHNW Technology, Website/Portal

Enables engaged client and advisor communications at scale.
Digital Planning Platform InvestCloud Financial Planning, Practice Management, UHNW Technology

Enabling comprehensive planning at any stage of the wealth continuum.
Financial Supermarket™ InvestCloud Other, Practice Management

Digital marketplace for shopping and selling financial products.
InvestmentPOD for Advisors InvestmentPOD Other, Practice Management

POD = Passive, Opportunistic, Defensive. The only multi-strategy automated investing platform in the financial services industry.
InvestorCOM PeerCompare InvestorCOM Compliance

Make compliant product recommendations that are in the client’s best interest.

There are 316 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.

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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. 

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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.

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