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 |
|---|---|---|---|---|
| The E-Valuator Software for Fiduciaries | The E-Valuator | Financial Planning, Portfolio Management, Research & Analytics, Risk Analysis | The E-Valuator Software is a do-it-all portfolio management and investment analytics platform that empowers advisors with enhanced oversight of asset management. Advisors establish and track customizable performance and investment standards to meet each client’s unique requirements. Designed to simplify the complicated, coupled with an automated report delivery system, The E-Valuator frees up more time for advisors to acquire more clients and grow their assets while delivering first class portfolio management. |
|
| Cyber Security | The Tek | Cybersecurity | Cyber Security for protecting your customers data and your computer systems. |
|
| I.T. Managed Services | The Tek | IT/Infrastructure/Hosting | Advanced computer support and remote monitoring services. |
|
| Websites | Three Crowns Copywriting and Marketing LLC | Practice Management | Fully custom, SEO-driven websites built for lead generation. |
|
| Digital Marketing | Three Crowns Copywriting and Marketing LLC | Practice Management | Outsourced digital marketing including content, design, and SEO. |
|
| TIFIN Wealth | TIFIN Wealth | Portfolio Management, Client Profiling FP, Financial Planning, Integrated Platform, Practice Management, Risk Analysis, Trading & Rebalancing, UHNW Technology | API Integration | |
| Timelineapp | Timelineapp Tech Limited | Financial Planning | Timeline helps financial planners bring a client's retirement journey to life. |
|
| Tolerisk | Tolerisk | Research & Analytics | A 2-dimensional risk tolerance assessment tool with deep analytics. |
|
| Trade Ideas Wealth | Trade Ideas LLC | Research & Analytics | AI risk management and idea generation for alpha in U.S. equity markets. |
|
| TradeWarrior Rebalancing Software | TradeWarrior, Inc. | Trading & Rebalancing | Tax efficient trading and rebalancing software. |
Daily Data Files, Trading Integration |
| Assemblage | Trumpet, Inc. | Reporting | Ditch the manual process - use Assemblage to prepare & deliver performance reports. |
|
| Trumpet Worldox | Trumpet, Inc. | Document and Form Management | Worldox® document management software with enhancements powered by Trumpet, Inc. |
|
| Trust & Will | Trust & Will | Financial Planning | The easy, fast, and secure way to set up your estate plan online: |
|
| Trust & Will for Advisors | Trust & Will | Financial Planning | Trust & Will has modernized estate planning with a design-first approach, layered on top of incredible customer support and access to our robust attorney network— making estate planning simple, affordable, & accessible. |
|
| Turncast | Turncast | Other, Practice Management | Turnkey podcasting service from production to distribution. |
|
| Websites / Digital Marketing | Twenty Over Ten | Website/Portal | Platform that allows advisors to create, manage and archive websites with ease. |
|
| ClientLogix | UNAPEN, Inc | CRM | CRM Integrated with Your Portfolio Accounting System. |
|
| PriceFusion | UNAPEN, Inc | Other | Pricing & Reference Data from Thomson Reuters to Advent Axys & APX. |
|
| ClientRep | UNAPEN, Inc | Reporting | ||
| ITComplete | UNAPEN, Inc | IT/Infrastructure/Hosting | Fixed-Cost MultiLayered IT, Disaster Recovery & CyberSecurity Services. |
|
| Wealth and Estate Intelligence Platform | Vanilla | Financial Planning, UHNW Technology | Wealth and estate planning intelligence platform. |
|
| Salesforce Consulting Services | Vantage Point Consulting | CRM, CRM Consultants, Outsourcing Providers | We're the Salesforce consultant for financial services. |
|
| Vastus | Vastus Technology | Other, Practice Management | The Vastus platform ingests critical customer data enabling client service professionals to ask freeform text questions and receive contextual responses to client requests immediately. |
|
| Versoft Consulting | Versoft, Inc. | CRM Consultants, Technology Consultants | Tech stack/vendor selection, process improvements, workflow efficiency. |
|
| Versoft Development Consulting | Versoft, Inc. | IT/Infrastructure/Hosting, Other | Custom app development, data conversions, integrations, automation. |