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 |
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Macroeconomic and Investment Research | Ned Davis Research | Portfolio Management, Research & Analytics | Market analysis and investment ideas through independent, objective research. |
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Model Portfolios | Ned Davis Research | Portfolio Management, Trading & Rebalancing | Model portfolios for tactical allocation and thematic investing leveraging NDR's 360 approach. |
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StockOpter Pro | Net Worth Strategies Inc | Other, Research & Analytics | Equity Compensation Tax Planning and Strategy Modeling. |
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StockOpter.com | Net Worth Strategies Inc | Research & Analytics | Equity compensation risk analysis & diversification criteria monitoring. |
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MARS (Managed Accounts Rebalancing Service) | Northfield Information Services, Inc | Risk Analysis, Trading & Rebalancing | Risk analysis and rebalancing of taxable heterogenous accounts. |
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WealthBalancer | Northfield Information Services, Inc | Financial Planning | Goal based investment planning for households considering risk and taxes |
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InsightsAdvise for Independent Advisors | NVISO | Client Profiling FP, Financial Planning | Help clients uncover their true feelings about finance |
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OnBord | OnBord | Document and Form Management, Practice Management | A simple, secure tool that creates a seamless onboarding experience for both client and staff. |
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Perfona | OpEff_Perfona | Portfolio Management | Perfona is the first web based comprehensive Portfolio Management System. |
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Custom SMAs | OpenInvest | Research & Analytics, Trading & Rebalancing | Tech-enabled asset manager with ESG SMA capabilities advisors can offer clients. |
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Models | OpenInvest | Trading & Rebalancing | Passive ESG models that track a chosen benchmark and allow seamless direct indexing. |
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Orion Advisor Services | Orion Advisor Services | Integrated Platform, Portfolio Management | Technology that empowers advisors to be independent fiduciaries. |
API Integration, Daily Data Files, Single Sign On, Trading Integration |
Internet eXpress | Paperclip Inc | Other, Practice Management | Revolutionizing digital transformation & securing document management. |
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MOJO | Paperclip Inc | Document and Form Management | Revolutionizing digital transformation & securing document management accuracy and speed than ever before eliminating the need to manually enter data into systems. |
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SAFE | Paperclip Inc | Document and Form Management | Revolutionizing digital transformation & securing document management. |
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Virtual Client Folder (VCF) | Paperclip Inc | Document and Form Management | Revolutionizing digital transformation & securing document management. |
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Retirement Advantage | Pension Resource Institute | Compliance, Practice Management | ||
PitchBook Platform | PitchBook Data | Research & Analytics | PitchBook is a financial database company that provides transparency into the capital markets. |
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RebalX | Portfolio Pathway | Trading & Rebalancing | Rebalancing and trade order management with FIX connectivity. |
Daily Data Files |
Wealth Reporting | Portfolio Pathway | Portfolio Management | Flexible wealth reporting in a simplistic, web-based platform. |
Daily Data Files |
Practifi | Practifi | CRM | Practifi is the business management platform powering growing financial advice firms around the world. |
API Integration, Single sign-on |
Client Data Gathering, Client Engagement, Risk Tolerance, Workflow Automation | PreciseFP | Client Profiling FP, Risk Analysis | Wealth management industry’s leading data gathering and client engagement solution. |
API Integration |
Real-time compliance | Presults | Compliance | Real-time compliance monitoring that eliminates manual processes. |
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TotalWealthViews UHNW Aggregation Solutions | Private Client Resources | Data Aggregator, UHNW Technology | Premium outsource of complex UHNW client data aggregation. |
Daily Data Files |
TotalWealthViews UHNW Reporting Solutions | Private Client Resources | Reporting, UHNW Technology | Print, web and mobile reporting solutions for UHNW Advisors/Clients. |
Daily Data Files |