27d ago in AdvisorTech
Schwab Affinity Services
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**
- Client appreciation and events
- Client engagement and feedback
- Client support
Net Worth Strategies, Inc. StockOpter
**Corporate providers**
- Hotel
- Office supplies
- Technology
**Marketing and growth**
- Business development
The Collaborative Exchange - I think, not sure if this is the right one
- Digital and content marketing
Edge Partners™ Creative Growth
- Marketing, advertising, and PR
FMG Suite
- Marketing automation
**Mergers and acquisitions**
- Valuation and deal structure
**Ops and business solutions**
- Back-office support
- Office set up
Colliers International
**Research and planning**
- Research
MarketDesk Research
Vermilion Research
**Insurance/Risk management**
- Compliance support and technology
- Cybersecurity
FCI Cyber
- Insurance
- Legal
Kupfer & Associates, PLLC
The Law Offices of Patrick Burns, Jr. P.C.
Stark & Stark
- Registration
**Talent strategies**
- Talent development
- Talent management
**Last, but not least: Technology**
- All in one
- CRM
Deltek Vantagepoint
- Financial planning
- IT Infrastructure
Thrive Networks
- Portfolio management
Sapphire Software Services, Inc Panaromix
- Risk analysis
Unlike Schwab's website, my list is clickable. So how does one get on this list?
Your guess is as good as mine.
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Schwab Affinity Services
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