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
LoanBuddy for Advisors LoanBuddy Financial Planning, Other

Software for student loan repayment planning. 
Lockton Advisor - RIA Cyber Liability and E&O Insurance Lockton Affinity Cybersecurity, Practice Management

Cyber Liability, E&O and Fiduciary Insurance solutions customized for fee-only RIAs
PRO LOGICLY Portfolio Management

AI-powered solution that simplifies and automates portfolio management.

 Daily Data Files
BASE LOGICLY Research & Analytics
Magnifi.com Magnifi Practice Management, Research & Analytics

Modern investment marketplace to discovery, diligence, & act-on funds.

 Daily Data Files
MarketXLS MarketXLS Limited Research & Analytics

Excel-based investment research solution.
Mirador, LLC Advisor-Client Portal Mirador UHNW Technology, Website/Portal

A next generation digital protal built to serve advisors and clients.
Mirador, LLC Advisor Technology Platform Mirador Outsourcing Providers
Mirador, LLC Middle Office Services Mirador Outsourcing Providers

Middle office support as an extension of your staff; reduce in-house need.
Mirador, LLC Expert Services Mirador, LLC CRM Consultants, Technology Consultants, UHNW Technology

Technology & operations consulting: strategy; selection; implement; operate.
Mirador, LLC Consolidated Financial Reporting Mirador, LLC Data Aggregator, Outsourcing Providers, Portfolio Management, UHNW Technology

Data aggregation, analysis, and reporting service for financial advisors.

 Daily Data Files
Mobile Assistant Mobile Assistant, Inc. Practice Management

Mobile Assistant is the secure, accurate way to document client meetings.
Moneytree Advise Moneytree Software, An Accutech Company Financial Planning

Intuitive navigation allows view of side-by-side scenario comparisons for rich client interaction

 Daily Data Files
Moneytree Plan Moneytree Software, An Accutech Company Financial Planning

Make recommendations on client financial situation using goal-base and cashflow-based planning tools.

 Daily Data Files
Morningstar® Advisor Workstation℠ Morningstar Portfolio Management, Reporting, Research & Analytics

Research and account management platform to build client relationships.
Morningstar Direct℠ Morningstar Research & Analytics

Investment analysis and bespoke reporting platform.
Morningstar® ByAllAccounts® Morningstar Other

Complete and consistent data aggregation from over 15,000 sources.

 Daily Data Files
Morningstar® Goal Bridge Morningstar Financial Planning

Goals-based planning tool connecting goals to actionable investment plans.

 API Integration, Daily Data Files, Single Sign On
FinaMetrica Profiler Morningstar Client Profiling FP

Psychometrically based, user-friendly risk profiling system.
Morningstar Office Morningstar Billing, CRM, Integrated Platform, Portfolio Management

All-in-one practice and portfolio management solution.

 API Integration, Daily Data Files, Single Sign On
Morningstar Total Rebalance Expert® Morningstar Trading & Rebalancing

Tax sensitive rebalancer.

 API Integration, Daily Data Files, Single Sign On, Trading Integration
Morningstar® Managed Portfolios℠ Morningstar Investment Management LLC Other, Portfolio Management

Professionally managed portfolios designed to help meet client needs.
Salesforce.com Consulting Services Mosaik Consulting LLC CRM Consultants

End to end Salesforce consulting services for financial services.
Live Briefs PRO North America MT Newswires Research & Analytics

North American broad market, sector and security specific news that matter most to you and your clients.
Live Briefs PRO Global Markets MT Newswires Research & Analytics

Global broad market, sector and security specific news that matter most to you and your clients.

There are 317 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. 

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.

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