RBC Nexus

Unify, simplify—and elevate—the technology experience at your firm with a revolutionary new platform.

RBC Nexus centralizes account information, client information, reporting, service requests and application access into a convenient portal. It offers one secure entry point to all technology solutions available from RBC Clearing & Custody. Designed with the user in mind, RBC Nexus streamlines the process of fulfilling day-to-day responsibilities.

Fast access to the functionality you want

Focus on getting the work done, not managing the applications you need to do it

RBC Nexus is different. Its modern, intuitive interface represents the next gen technology experience that you and your team crave. Nexus centralizes everything you need to get work done in one convenient place. It combines book management, client management, reporting, trading and access to RBC’s full array of technology tools in one place. This helps your employees avoid the wasted time, extra effort and unnecessary headaches caused by using multiple applications that do not provide seamless navigation.

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.

Account opening

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.

Account management

Searching for information about clients and their financial records is 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 Nexus.

Advisory account management

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.

Market data and research

Take advantage of authoritative research resources and market data available from RBC and other trusted sources. Accessed through Nexus, the RBC Insight research portal features industry-leading research reports, news and picks from top analysts at RBC and other leading research providers.

Credit line management

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.

Performance reporting

Our performance reporting solution powered by Addepar offers comprehensive analysis and reporting tools in a dynamic interface that is simple for you to evaluate. Nexus Performance Reporting also helps you easily prepare and share the information your clients need to see to evaluate performance.

Trading and rebalancing

In addition to Nexus Trading—our newest trading workstation—we offer mature broker workstations like Wealthstation powered by FIS Global and our own proprietary system, BETALink. We also offer connectivity with a broad range of external trading systems for your institutional brokerage needs.

Portfolio management

Choose the tools you are most comfortable with to determine client goals, risk tolerance, asset allocation and ongoing monitoring and rebalancing. To help service managed accounts in your own sponsored managed account programs, we offer:

  • PortfolioAdvantage—powered by InvestCloud
  • Riskalyze with trading
  • Envestnet

Back Office

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.

  • RBC Workflow, powered by Pega, offers a transparent workflow automation solution to communicate with RBC operational departments in real-time. You can also initiate service requests in RBC Workflow or directly in Nexus.
  • PostEdge, powered by Broadridge, is our WORM-compliant reporting tool that allows your team to view and search for client documents and firm-level reports.
  • BillingWeb, powered by Xtiva, can help users view trade commissions and firm-level activity reports.

Contact us for a complimentary consultation

Speak with a representative to learn more or schedule a demo.

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