Easily access an entire suite of RBC Wealth Management-sponsored programs as well as additional managed account offerings.*
RBC Unified Portfolio (RBC UP) is a Unified Managed Account (UMA) program that allows your clients to integrate third-party money managers, wrap eligible mutual funds, exchange traded funds and closed-end funds in one account with one statement and one 1099—all for one fee, with no ticket charges, based on account value. Tax management capabilities and strategies for SRI screens/impact investing are also available.
Within RBC UP, you also have access to a unique offering of lower-cost, small account solutions.
Our Separately Managed Account (SMA) gives your clients access to roughly 40 third-party institutional money managers with upwards of 80 strategies to choose from.
Our client-directed, non-discretionary advisory program offers a cost-effective way to build and manage fee-based portfolios.
Financial professionals who use our clearing services can also utilize RBC Portfolio Blueprint. It’s a framework of coordinated advice and solutions featuring thought leadership from the RBC Wealth Management Portfolio Advisory Group.
This framework is also the foundation for RBC Clearing & Custody’s discretionary portfolios, which are available through the RBC UP program.
Clients who have an RBC managed solution (i.e. RBC Advisor, Consulting Solutions or RBC Unified Portfolio) complete one Advisory Master Services Agreement (AMSA), which may cover multiple accounts under their client record. The AMSA also allows clients to provide verbal instruction pertaining to their RBC managed solution (e.g. change allocation, change money manager, hire money manager, terminate, etc.).
Powered by Envestnet, our AdvisoryLink advisory account technology makes it easy to open, maintain, review and close all RBC-sponsored advisory programs—RBC UP, RBC Advisor and Consulting Solutions. It helps streamline advisory business management and creates efficiencies for your financial professionals and your management team.
Learn more about AdvisoryLink
* The managed solutions platform for registered investment advisors varies from the managed solutions platform for independent broker-dealers.
Speak with a representative to learn more or schedule a demo.
If your business model includes serving clients as a broker-dealer, our advisory platform can help you create efficiencies for your business.
Deliver holistic portfolio views and reporting to help demonstrate your value as your clients’ trusted financial professional.
Provide clients with financial flexibility and strategic portfolio liquidity—without selling assets or disrupting their long-term investment strategies.