Everything you need to succeed

Our technology

To run, grow and protect your firm, you need seamless, intuitive access to the best technology available and comprehensive support.

Our technology philosophy

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.

Leverage Focus Build Provide Prioritize

We leverage RBC technology solutions when there's a good fit for your firm

How we can help

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.

Financial professional solutions

Serve clients effectively and manage your business efficiently with industry-leading solutions.

RBC Nexus

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.

  • Account opening
  • Advisory account management
  • Compliance
  • Credit line management
  • Performance reporting
  • Trading and rebalancing
  • Markets and research

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.

  • CircleBlack — account aggregation
  • MoneyGuidePro® — planning
  • Redtail — customer relationship management
  • Nitrogen — risk alignment

Discover RBC BLACK 

RBC Marketplace

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 

Institutional solutions

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.

Trade matching

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).

Real-time trade settlement

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.

Smart order routing

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.

Technology capabilities

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.

End client solutions

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:

  • Intuitive client portal with access to account information, important documents, market information and self-service capabilities
  • Robust iOS and Android mobile app that delivers all the capabilities of the client portal on the go

Financial professional functionality

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.

Modern client portal for current account information

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:

  • Holdings and positions, including cost basis
  • Transaction details
  • Gain/loss information
  • Year-to-date income
  • Cash and money market balances

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.

Paperless delivery for simplicity, safety and sustainability

Investors registered for our client portal can elect to view statements and other documents online instead of receiving documents in the mail.

  • Monthly and annual statements, disclosures and notices
  • Trade and non-trade confirmations
  • Tax documents
  • Proxies and reorganization notices
  • Mutual fund prospectuses

Once documents are available, clients receive an email linking them directly to the client portal. Clients can then print and save the documents.

Mobile app for convenience

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:

  • View accounts
  • Access market data
  • Deposit checks into eligible accounts and
  • Call their financial professional at the touch of a button

Self-service options

Firms served by RBC Clearing & Custody have the ability to offer end clients the following capabilities. Your clients can:

  • Easily move cash with RBC’s customized self-service options
  • Take advantage of mobile check deposit, bill pay, internal and external transfers
  • Manage their debit cards, check orders and add a new ACH profile

Client privacy precautions

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.

Contact us for a complimentary consultation

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 Gleason
President of FBL Wealth Management, LLC and FBL Marketing Services, LLC
Farm Bureau Financial Services

Our perspectives

Seven securities business trends to watch

Your business 7 minute read
– Seven securities business trends to watch

Why our broker-dealer and RIA technology has the human touch

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– Why our broker-dealer and RIA technology has the human touch

New ways to grow your retirement planning business revenue

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– New ways to grow your retirement planning business revenue