Technology
 

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 clearing partner. Designed to support some of the most successful financial advisors in the industry, our tools and technology perform for you.

Tools for financial advisors – Our integrated RBC WealthStation, powered by SunGard, allows your financial advisors to access and manage client information, financial plans, investment management data and account information, as well as trading tools, performance reporting and business workflows. Our correspondent intranet site provides the tools and information you need to become more productive and to better serve clients. Plus, 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 ILX quote and market data system and easy-to-use asset allocation software.

Financial advisors may also choose to access the BETALink broker workstation that offers an intuitively designed series of workbooks that place vital information at their fingertips, including account balances, positions, activity, order entry, funds available, an assortment of portfolio reports and much more.

Our correspondent intranet site provides the tools and information you need to become more productive and to better serve clients. Plus, 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 ILX quote and market date system and easy-to-use asset allocation software.

Tools for clients – We offer InvestorConnect®, 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.

Tools for your firm – Our tools offer you the flexibility to work the way you want to work. As our correspondent, you only lease your equipment and communication lines. That means you will save the money, time and effort needed on maintenance, freeing you up to serve your clients and pursue new business.

Sungard's Protegent Surveillance platform helps your oversight by capturing trade review and resolution. We also have interfaces between major vendors for their compliance, reporting and contact management applications.

Build and Maintain Your Business.
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