Schwab has a Kitces-like advisortech/services map...or... list
I came across this again today, but trying to cement it in my brain as a go-to resource looking for tech and services for RIAs. So maybe I'll just put it all in an article with LinkedIn links and everything:
Schwab Affinity Services
affinity = a spontaneous or natural liking or sympathy for someone or something
google's words, not mine.
Now for some of Schwab's words:
Find third-party providers quickly, easily, and at preferred pricing
Get a head start on your search with our curated collection of 100+ third-party, RIA-focused providers covering the key areas essential to managing and growing your business.
Client experience
Net Worth Strategies, Inc. StockOpter
Corporate providers
Marketing and growth
The Collaborative Exchange - I think, not sure if this is the right one
Edge Partners? Creative Growth
FMG Suite
Mergers and acquisitions
Ops and business solutions
Colliers International
Research and planning
MarketDesk Research
Vermilion Research
领英推荐
Insurance/Risk management
FCI Cyber
Kupfer & Associates, PLLC
The Law Offices of Patrick Burns, Jr. P.C.
Stark & Stark
Talent strategies
Last, but not least: Technology
Deltek Vantagepoint
Thrive Networks
Sapphire Software Services, Inc Panaromix
Unlike Schwab's website, my list is clickable. So how does one get on this list?
Your guess is as good as mine.
Join the Conneqtor community at skool.com/conneqtor
Helping RIAs Push Less Buttons
3 个月Everyone is making AI/ Tech/ Services lists. There is a lack of content that explains how solutions work and integrate within an existing infrastructure. High growth advisory firms don't have time to do all of that research off of general lists, let alone develop an activation strategy.
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3 个月Here is Schwab's master list (with clickable links!) https://advisorservices.schwab.com/provider-solutions
Business Growth Strategist, Deep Thinker & Finder of Innovation Gold (rasey.com)
3 个月Likely Affinity Program Vendors - Buckler is now approved for Cybersecurity Compliance / Services so hope to be listed soon here as well!