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
Model Portfolios Ned Davis Research Portfolio Management, Trading & Rebalancing

Model portfolios for tactical allocation and thematic investing leveraging NDR's 360 approach.

StockOpter Pro Net Worth Strategies Inc Other, Research & Analytics

Equity Compensation Tax Planning and Strategy Modeling.

StockOpter.com Net Worth Strategies Inc Research & Analytics

Equity compensation risk analysis & diversification criteria monitoring.

MARS (Managed Accounts Rebalancing Service) Northfield Information Services, Inc Risk Analysis, Trading & Rebalancing

Risk analysis and rebalancing of taxable heterogenous accounts.

WealthBalancer Northfield Information Services, Inc Financial Planning

Goal based investment planning for households considering risk and taxes 

InsightsAdvise for Independent Advisors NVISO Client Profiling FP, Financial Planning

Help clients uncover their true feelings about finance

OnBord OnBord Document and Form Management, Practice Management

A simple, secure tool that creates a seamless onboarding experience for both client and staff.

Perfona OpEff_Perfona Portfolio Management

Perfona is the first web based comprehensive Portfolio Management System.

Custom SMAs OpenInvest Research & Analytics, Trading & Rebalancing

Tech-enabled asset manager with ESG SMA capabilities advisors can offer clients.

Models OpenInvest Trading & Rebalancing

Passive ESG models that track a chosen benchmark and allow seamless direct indexing.

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.

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.

SAFE Paperclip Inc Document and Form Management

Revolutionizing digital transformation & securing document management.

Virtual Client Folder (VCF) Paperclip Inc Document and Form Management

Revolutionizing digital transformation & securing document management.

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.

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.

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
Alternative Investment Technology Platform Proteus Research & Analytics, UHNW Technology

Proteus simplifies access to alternative investments for private wealth clients who are Accredited Investors and Qualified Purchasers.