Save time. Cut costs. Boost productivity. And simplify wealth management for financial professionals and clients.
RBC BLACK provides specialized wealth management tools and software integration choices that just work to help financial professionals efficiently and effectively serve clients–using any device–from anywhere they happen to be. Whether that’s the office, at home or on vacation.
RBC BLACK offers an innovative, multi-custodial wealth management solution that brings together account aggregation, planning, risk alignment and customer relationship management in one unified platform. Vendors available include CircleBlack, Envestnet MoneyGuide, Nitrogen, Redtail, Wealthbox, RightCapital and Envestnet BillFin.
Exclusively available from RBC Clearing & Custody, RBC BLACK offers all these capabilities as one affordable solution—a significant savings compared to purchasing each technology separately.
Included in your subscription, you get CircleBlack which allows financial professionals to make data-driven decisions and take action by centralizing important information from a wide range of sources and technology tools.
These features help save time, delight clients, and enable growth.
Choose one of the following vendors with your subscription:
Redtail strengthens client relationships, eliminates redundant data entry, and facilitates data consistency across platforms.
Wealthbox is a modern CRM for financial professionals offering powerful capabilities in an attractive, easy-to-use interface.
Envestnet MoneyGuidePro®, a connection available exclusively to RBC BLACK, provides advanced solutions to make goals-based planning more efficient and approachable.
RightCapital offers tools and support to help advance your practice, grow your business and set your clients on the path to achieve their financial goals.
Included with your subscription, you get Nitrogen which delivers a scientific framework to help financial professionals mitigate risk, protect client investments and set realistic expectations.
Supplement your subscription with optional firm billing capabilities available for a discounted price. Envestnet BillFin offers a variety of practical advisory billing capabilities.
“We needed a dashboard and platform where our advisors could manage not just wealth, assets and risk, but people, and their goals and plans. RBC BLACK does all that.”
Ryan DiepstraManaging Director of Sales and Senior Financial AdvisorCentennial Securities
Our integrated portal centralizes technology solutions, knowledge resources and all the relevant information you need to service your clients.
Let us help make the way you transact business faster and easier, so you can focus on building your business and serving clients.
Deliver holistic portfolio views and reporting to help demonstrate your value as your clients’ trusted financial professional.