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
Morningstar® ByAllAccounts® Morningstar Other

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

 Daily Data Files
FinaMetrica Profiler Morningstar Client Profiling FP

Psychometrically based, user-friendly risk profiling system.
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.
Nasdaq Dorsey Wright Research Platform Nasdaq Dorsey Wright Portfolio Management, Research & Analytics

A technical research firm using trend and relative strength analysis.
Macroeconomic and Investment Research Ned Davis Research Portfolio Management, Research & Analytics

Market analysis and investment ideas through independent, objective research.
Model Portfolios Ned Davis Research Portfolio Management, Trading & Rebalancing

Model portfolios for tactical allocation and thematic investing leveraging NDR's 360 approach.
StockOpter.com Net Worth Strategies Inc Research & Analytics

Equity compensation risk analysis & diversification criteria monitoring.
StockOpter Pro Net Worth Strategies Inc Other, Research & Analytics

Equity Compensation Tax Planning and Strategy Modeling.
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
Risk & Personality Alignment Solution Oxford Risk Financial Planning, Risk Analysis

Irrational investors lose up to 300bps per year due to emotional decision-making.
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

There are 328 result(s) that match your criteria.

0719-93C0

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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