Advisory account management

RBC Nexus

AdvisoryLink, powered by Envestnet, is our one-stop software platform that helps you conduct managed account business through all RBC-sponsored advisory programs.

See all advisory programs

Simplify tasks associated with all aspects of managing your advisory business

RBC worked with Envestnet to provide a centralized front-end technology for our RBC-sponsored advisory programs. Financial professionals can open, maintain, review and manage all of their RBC Unified Portfolio, RBC Advisor and Consulting Solutions accounts on the platform.

The system makes it easy for financial professionals to create customized proposals for new and existing clients. AdvisoryLink is also the application used to conduct fee billing and provide ongoing maintenance for all accounts, including monitoring risk, submitting service requests, modifying goals and more.

Advisory account management benefits

  • Advisory Master Account Agreement (AMSA) client-level advisory contract allows financial professionals to open and effect certain investment advisory transactions via verbal client consent.
  • AMSA also provides a single contract that may cover multiple client accounts with the same account ownership and signing authority.
  • Fully integrated with performance reporting.
  • Launched from RBC Nexus.

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