Improve performance by gaining efficiency
Your business is built on relationships. But the results you deliver may hinge on the systems you depend on every day to get the job done. Which is why we offer the sophisticated business tools and cutting-edge technology you expect from your custodial platform. Designed to support premier RIA firms, our tools and technology perform for you.
Tools for RIAs – Our integrated RBC WealthStation, powered by SunGard, allows you to access and manage client information, financial plans, investment management data and account information, as well as trading tools and business workflows.
Our intranet site provides the tools and information you and your staff need to become more productive and to better serve your clients. Plus, on online access to client statements and confirms makes it fast and easy to answer client questions and prepare for portfolio reviews.
Online research capabilities are also available, as is the Thomson ONE quote and market data system. We also have interfaces between major vendors for compliance, reporting and contact management applications.
Tools for clients – We offer RBC Advisor Connect, a secure website for clients to access account summaries, view current trades, check on open orders and more. When clients can get this information themselves, it enhances their relationship with your firm. Plus, there are many ways to customize the website to reflect your firm's brand identity.
For a demo of our online tools and capabilities, including our advisor desktop, contact us.