To run, grow and protect your firm, you need access to intuitive technology, specialized expertise and comprehensive support. We deliver the technology products and the technology people to help make a difference in your business.
We offer a revolutionary platform to unify, simplify—and elevate—the technology experience for your team and your clients. What sets us apart is the human touch that comes with our technology. As technology innovators, our strategy is actually driven by traditional values like trust, integrity and accountability. And our ability to combine next-generation RBC solutions with leading Fintech provider partnerships gives you the flexibility to customize your tech stack and user experience.
Our approach to technology is built on three simple yet powerful principles:
Just as the objectives of your firm and clients are evolving, so is technology. At RBC Clearing & Custody, we offer advanced technology solutions that can help your firm reach its full potential.
Our investment in technology includes an equally strong emphasis on providing experienced technology specialists to help you at every step of your technology journey. Our knowledgeable and friendly people are ready to help you make the most of the technology available to you. So you can focus on your other important business goals.
Serve clients effectively and manage your business efficiently with industry-leading solutions.
Get more done—quickly and easily—with an integrated website that is your gateway to all of RBC’s technology tools. Nexus centralizes client information, firm-level information, service tools, knowledge resources and all the relevant information you need to serve your clients.
Explore RBC Nexus
Boost productivity with an innovative, multi-custodial client engagement platform that combines your choice of leading vendor technology solutions in one place, at one competitive price. Accessed from RBC Nexus, RBC BLACK further enhances the core RBC technology offering with a premium integrated platform fully supported by RBC. This includes:
Discover RBC BLACK
Find additional solutions to round out your tech stack or customize your wealth management service offering. RBC Marketplace features more than 100 of the latest technology capabilities from RBC Clearing & Custody and industry-leading partner providers.
More about RBC Marketplace
Many of the broker-dealer firms we serve use our expanded institutional clearing capabilities to accomplish their institutional brokerage goals. We continue to on-board broker-dealers who focus specifically on institutional business on a regular basis.
Our dedication to the institutional broker-dealer business model and on-going enhancements to our platform demonstrates our commitment to your success. The tools available are among the reasons broker-dealers feel confident about clearing with us.
Increase efficiency by eliminating manual processing. Our Global Trade Match Allocation system interfaces with the Depository Trust & Clearing Corporation’s account and standing settlement instruction database (ALERT) and trade allocation database (CTM).
Get up-to-the-minute trade settlement status for COD/COR cash on delivery/receive activity. Our settlement status interface can help reduce financial, market and reputational risk as well as staff time spent communicating issues.
Access robust execution quality, minimize information leakage and control trading costs. RBC Capital Markets’ patented THOR technology interacts seamlessly with our streamlined algorithm suite as well as direct market access orders, cash desk and program trades.
Seamless integration to a growing list of third-party technology vendors includes and is not limited to: Bloomberg EMSX, Bloomberg TOMS, BondPub, CapeLogic, EZE / Real-Tick, Fabkom, FIS Valdi OMS, FlexTrade, ICE BondPoint, Indigo, Itiviti, LiquidityBook, Mixit, Morningstar Total Rebalance Expert, Neomantra, Neovest, Nitrogen Trading, Orion, Raptor Trading, Refinitv REDI EMS, SS&C, Sterling Trader, Tamarac, TRAFiX, VestmarkONE, Wolverine, Zia.1
1RBC Clearing & Custody is not affiliated or associated with the listed companies or products. The list is merely of trading systems that can be supported through the RBC Clearing & Custody platform.
Build and maintain strong client relationships with the digital wealth management capabilities investors want.
Technology plays an ever-increasing role in people’s lives, so we offer a full suite of secure online tools, resources and solutions your clients expect from you.
Our client portal features an intuitive and dynamic interface and delivers the latest user functionality to make it quick and easy for clients to find what they’re looking for. Complimentary branding with your firm logo and personalization with photos and contact information for your financial professionals is also available. Watch a brief video to see for yourself.
Registration is straightforward and most information is available in real time. In addition to performance and asset allocation, this includes:
Self-guided tours are available to help clients learn about everything the portal enables them to do online. End clients can call our client support services team toll free for help with technical or functional questions about the client portal.
Financial professionals can see the same client portal and tools that end clients access and use through RBC Nexus, promoting real-time conversations between financial professionals and clients. Looking at clients’ online behavior and interests may help financial professionals build deeper relationships. This may also help them capture greater share of wallet by discovering and then servicing unmet client needs.
Our mobile app is designed to provide your clients with the freedom, flexibility and secure on-the-go access to information and self-service features to enhance their experience.
Available for iOS and Android, the RBC Connect app allows end clients to:
Investors registered for our client portal can elect to view statements and other documents online instead of receiving documents in the mail.
Once documents are available, clients receive an email linking them directly to the client portal.
Firms served by RBC Clearing & Custody have the ability to offer end clients the following capabilities. Your clients can:
We are committed to providing you and your clients with a secure online experience. Protecting client information and safeguarding clients from fraud are among our highest priorities. In addition to our stringent privacy practices, we employ a diverse range of current technologies and security mechanisms to confirm the safety, confidentiality and integrity of client information and transactions.
From consulting and configuration to training and support, our Minneapolis-based technology team focuses on all aspects of the RBC Clearing & Custody technology experience. Sharing their insight and delivering the expertise of RBC and third-party technology, our team members work with you as well as behind the scenes to provide:
Speak with a representative to learn more or schedule a demo.
The technology stack is not only beneficial to us as an introducing firm, but it’s also fabulous for clients from an overall experience standpoint.”
Mat GleasonPresident of FBL Wealth Management, LLC and FBL Marketing Services, LLCFarm Bureau Financial Services