If your business model includes acting as a broker-dealer, AdvisoryLink can help create efficiencies for your business.
Our advisory program toolbox makes it easy to open, maintain, review and close all RBC-sponsored advisory programs—RBC UP, RBC Advisor and Consulting Solutions.
AdvisoryLink is the central application used to conduct managed account business through RBC Clearing & Custody. AdvisoryLink streamlines the management of advisory business, creating efficiencies for both your financial professionals and your management team.
RBC worked with Envestnet to provide the front-end technology for our RBC Advisory Account programs. The system provides our users a centralized hub for their advisory account business. Financial professionals can see all of their RBC Advisory program accounts on the platform, review fees and monitor their accounts risk level.
The system makes it easy for a financial professional to create customized proposals for new and existing clients. AdvisoryLink is also the application used to provide ongoing maintenance for all accounts, including risk monitoring, service requests, goal modifications and more.
Speak with a representative to learn more or schedule a demo.
Make it quick and easy to apply for and manage securites-based lines of credit with our convenient online tool.
Offer a fully digital account opening experience that helps increase efficiency, reduce risk and ensure process integrity.
Deliver holistic portfolio views and reporting to help demonstrate your value as your clients’ trusted financial professional.