Unify, simplify—and elevate—the technology experience at your firm with the revolutionary RBC Nexus platform, exclusively for clients of RBC Clearing & Custody.
Focus on getting the work done, not managing the applications you need to do it
RBC Nexus is different. Designed with the user in mind, it streamlines the process of getting work done. Its modern, intuitive interface represents the next-gen technology experience that you and your team crave.
Nexus centralizes everything in one convenient place. It combines book management, client management, notifications, insights, reporting, trading and access to RBC’s full array of technology tools…
RBC Nexus is also our integration platform for key fintech partnerships and integrations. Check out just a few of the features and benefits of our technology hub.
Your firm can offer a fully digital account opening experience with RBC Account Opening and Servicing (RBC AOS)—developed in collaboration with Docupace Technologies. RBC AOS offers end-to-end automation opportunities to increase efficiency, reduce risk and help maintain process integrity.
Our AI powered search makes retrieving information about clients and their financial records a breeze with the account management tools offered in RBC Nexus. You can also access RBC BLACK, our premier client relationship and engagement platform, via RBC Nexus.
Access our full suite of managed account and advisory tools including AdvisoryLink, powered by Envestnet. AdvisoryLink helps you conduct managed account business through RBC’s sponsored managed program platform. AdvisoryLink streamlines the management of advisory business, creating efficiencies for both your financial professionals and your management team.
Take advantage of authoritative research resources and market data available from RBC and other trusted sources. Accessed through RBC Nexus, the RBC Insight research portal features industry-leading research reports, news and picks from top analysts at RBC and other leading research providers.
Securities-based lending offers clients a flexible source of financing that can help them prepare for a financial emergency. CreditLink helps simplify the steps required for financial professionals and clients to benefit from a securities-based line of credit—just in case they ever need it. Lines of credit can be initiated and maintained through a fully digital experience, accessed through RBC Nexus.
Our performance reporting solution powered by Addepar offers comprehensive analysis and reporting tools in a dynamic interface that is simple for you to evaluate. RBC Performance Reporting also helps you easily prepare and share the information your clients need to see to evaluate performance.
RBC Trading is our next-gen, proprietary trading workstation built by RBC for all your retail brokerage trading needs. We also offer connectivity with a broad range of external trading systems for your institutional brokerage and portfolio management needs.
PortfolioAdvantage, powered by InvestCloud provides you with a powerful portfolio management platform for portfolio construction, model management, account monitoring and rebalancing to help service managed accounts in your own sponsored managed account program.
Recordkeeping, reporting, service requests and other administrative duties that used to be a chore are easier to monitor with your choice of practical tools accessed through RBC Nexus.
Speak with a representative to learn more or schedule a demo.
Our client engagement platform combines leading vendor technology solutions on one platform, at one competitive price, from anywhere.
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.