Ask our clients why they selected us for clearing, execution and custody services, and you’ll get a variety of answers. That’s because our clients have unique needs that deserve more than a “one-size-fits-all” approach.
Some chose us for our global resources. Some for our expertise. And some for our broad solutions set. However, they all agree that one of our greatest strengths is our service- and relationship-oriented culture.
We serve more than 300 firms from coast to coast. Read about how, in their own words, we’ve helped these clients become more successful. Then imagine how we can help you achieve the specific goals you have for your own business.
“Our strategic relationship with RBC Clearing & Custody is critical to our business. We chose RBC Clearing & Custody because of their approach to open architecture, best-in-class technology and their commitment to top tier service that our financial professionals and clients demand. Issues and challenges do arise, but we’ve found that RBC Clearing & Custody is willing to dig in and solve the challenges with us and for that we very much appreciate their strong support.”
“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.”
“I encourage RIAs to give RBC Clearing & Custody a good look because they may be surprised to learn how the firm can meet their needs better than other firms.”
“The people we interact with at RBC Clearing & Custody is the reason we’ve been with you for over 25 years. I feel like they care about our firm and care about our success.”
“We needed a dashboard and platform where our advisors could manage not just wealth, assets and risk, but people, and their goals and plans. RBC BLACK does all that.”
“I find RBC BLACK to be a valuable suite of programs that increase my productivity, minimizing my time in the office while maximizing my time with clients and greatly enhances the client experience. Advisors not utilizing and learning about this technology suite are doing a disservice to themselves and their clients.”
“What I like about RBC Clearing & Custody is if I have something out of the ordinary, I have my client service rep I can call, and that’s a big help.”
“I believe RBC Clearing & Custody is truly committed to helping grow my business. They honestly care about our success.”
“RBC Clearing & Custody provides a diverse base of solutions for our clients. They help us provide clients with wealth management and private banking services including complex investment vehicles. We can meet any of our client’s needs.”
“We have stock pickers, fixed income bond experts, portfolio managers, wealth managers, and financial planners that hire third-party managers who manage everything on behalf of the client. It’s important for us to support any rep’s business, no matter what it is.”
“RBC Clearing & Custody does a good job of providing earnings and research calls, or compliance calls regarding new regulations. We just have to utilize the services.”
Speak with a representative to learn more or schedule a demo.