To run, grow and protect your firm, you need seamless, intuitive access to the best technology available and comprehensive support.
We offer a revolutionary platform to unify, simplify—and elevate—the technology experience at your firm. Plus, we offer an innovative client engagement platform and your choice of other leading fintech providers to round out your firm’s custom tech stack. Benefit from five key principles focused on your success. Click the wheel at the right to learn more about them.
We leverage RBC technology solutions when there's a good fit for your firm
Our ability to help determine RBC Clearing & Custody technology priorities, as well as our own commitment to investing in technology, helps us deliver advanced technology solutions to financial professionals and their end clients.
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 client engagement platform that combines 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 vendor partner solution.
Discover RBC BLACK
Find additional solutions with an easy-to-use search tool featuring more than 100 of the latest and best technology solutions from RBC Clearing & Custody and industry-leading partner providers.
More about RBC Marketplace
We continue to expand our institutional clearing capabilities, as nearly 25 percent of the broker-dealer firms on our platform have institutional brokerage needs.
Our dedication to enhancing our platform demonstrates our commitment to your success. The tools available are among the reasons broker-dealers feel confident about clearing with us. Your firm can take advantage of our resources.
Significantly increase efficiency by eliminating manual processing. Our Global Trade Match Allocation system interfaces with the Depository Trust & Clearing Corporation and standing 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, Orion, Raptor Trading, Refinitv REDI EMS, Riskalyze Trading, 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 is playing a bigger role in people’s lives, so we offer the online solutions your clients expect you to provide. This includes secure access to tools to answer questions and perform tasks themselves, such as:
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 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.
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. Clients can then print and save the documents.
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:
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.
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