BLACK platform

BLACK is the innovative, integrated financial advisor platform that modernizes comprehensive wealth management, offering a better experience for advisors, firm owners, and the clients they serve. Exclusively for clients of RBC Correspondent Services and RBC Advisor Services, BLACK combines world class solutions on one platform, accessible anywhere, and offered at a truly compelling price – 80% less than the sum cost of purchasing each of these technologies separately. BLACK platform providers include:

  • CircleBlack for account aggregation and client engagement
  • Envestnet MoneyGuide for financial planning
  • Riskalyze for client and portfolio risk alignment
  • Redtail for CRM

Read more about the BLACK technology, or contact us to learn more.

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