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
Whealthcare Planning health, wellness, and longevity-focused training programs Whealthcare Planning Practice Management

Our training programs explore important health, wellness, and longevity-related topics and are designed to facilitate the adoption of practices that enable financial advisor and compliance teams to more effectively serve and protect their clients. 
Whealthcare Planning cloud-based digital client engagement application Whealthcare Planning Financial Planning

Whealthcare Planning's multi-award winning solution enables financial and insurance professionals to confidently and comfortably address client wellness and longevity-related challenges without specialized knowledge.
E&O/Cyber Insurance Windermere Insurance Group, LLC Cybersecurity, Practice Management

Professional and management liability insurance for RIAs.
Foreign Withholding Tax Recovery Specialists WTax Other, UHNW Technology

Outsourced foreign withholding tax recovery services.

 Daily Data Files
Managed Security Xantrion Cybersecurity

Managed Security is your turnkey cybersecurity compliance program.
Core IT Xantrion Cybersecurity, IT/Infrastructure/Hosting

Core IT is your comprehensive IT operations and support program.
YCharts Professional YCharts Research & Analytics

Investment research platform designed for today’s RIA.

 API Integration, Single Sign On
Yewno Edge Yewno Finance Research & Analytics

AI enhanced research, risk, real-time portfolio construction platform.
YieldX Technology Platform and Investment Management Solutions YieldX, Inc. Portfolio Management

B2B platform opening up fixed income investing to all investors.
YourCyber.Life Professional YourCyber.Life Cybersecurity

End Client Cyber Security Education.

 SIT Provider
Yourefolio Yourefolio Financial Planning

Yourefolio is Estate and Legacy Planning software for advisors.

 Daily Data Files
Zacks Advisor Tools Premium Zacks Professional Services Research & Analytics

Advisor Tools Premium + Excel Add-in and model consultants.

 Daily Data Files
Zeplyn Meeting Assistant Zeplyn Other, Practice Management

The most accurate AI assistant for financial advisors.

There are 413 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.

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The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Mention 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.

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Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

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