{"id":37,"date":"2023-01-12T11:53:40","date_gmt":"2023-01-12T11:53:40","guid":{"rendered":"https:\/\/www.rbcclearingandcustody.com\/en-us\/?page_id=37"},"modified":"2024-10-07T20:56:36","modified_gmt":"2024-10-07T20:56:36","slug":"technology","status":"publish","type":"page","link":"https:\/\/www.rbcclearingandcustody.com\/en-us\/technology\/","title":{"rendered":"Our technology"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm rbc-hero-has-image-bleed rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-18i9ntfog hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before {\n\t\t\tbackground: linear-gradient(180deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-18i9ntfog .rbc-hero-energy-lines.rbc-hero-energy-lines-left {\n\t\t\ttransform: scaleX(-1);\n\t\t}\n\n\t\t@media (max-width: 991px) {\n\t\t\t.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\t\tbackground: none;\n\t\t\t}\n\n\t\t\t.rbc-hero-18i9ntfog.rbc-hero-has-image-full.hide-mobile-energy-lines .rbc-hero-energy-lines {\n\t\t\t\tdisplay: none;\n\t\t\t}\n\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient .rbc-hero-img-wrap::after {\n\t\t\t\tbackground: linear-gradient( 0deg, #023169 0%, rgba(94, 120, 131, 0) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .container .rbc-hero-img-wrap::before {\n\t\t\t\tbackground: linear-gradient( 180deg, #023169 0%, rgba( 94, 120, 131, 0 ) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-18i9ntfog.is-style-rbc-hero-gradient .rbc-hero-card {\n\t\t\t\tbackground: #023169;\n\t\t\t}\n\t\t}\n\t<\/style><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-7 rbc-hero-card-content\"><div class=\"rbc-card rbc-hero-card rbc-hero has-content\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\"><span>Everything you need to succeed<\/span><\/h1><span class=\"rbc-hero-category\"><span>Our technology<\/span><\/span><hr class=\"rbc-hero-hr hr-mini bdr-accent\"\/>\n<p class=\"rbc-hero-subtitle is-style-hero-subtitle\">To run, grow and protect your firm, you need access to intuitive technology, specialized expertise and comprehensive support. We deliver the technology products and the technology people to help make a difference in your business.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap col-lg-5 order-2 order-lg-1\"><div class=\"rbc-hero-img bleed-img-right  \" style=\"background-image:url(https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/2023\/01\/closeup-of-businessman-hands-holding-smartphone-at-desk-2250x1500-Capabilities-Technologies-landing-page-Lead-image-e1674563950327.webp?w=1600)\"><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-full has-parallax alignfull b-primary rbc-block-height-reset\"><div class=\"rbc-block-image-img rbc-block-image-full-img \" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><div class=\"rbc-block-image-parallax\" style=\"opacity:1\" data-src=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/2023\/03\/tech-wheel-demo.png\" data-lazy=\"true\"><\/div><div class=\"rbc-block-image-overlay b-primary\"><\/div><\/div><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-12\"><div class=\"\">\n<h2 class=\"wp-block-heading has-white-color has-text-color\">Our technology philosophy<\/h2>\n\n\n\n<div class=\"row blockId-8810ce5a-88d0-4ebc-9db2-3d44eec52246\">\n<div class=\"wp-block-rbcwm-column col-md-12 col-lg-6\"><div class=\"wrap\">\n<p class=\"has-white-color has-text-color\">We offer a revolutionary platform to unify, simplify\u2014and elevate\u2014the technology experience for your team and your clients. What sets us apart is the <a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/article\/why-our-broker-dealer-and-ria-technology-has-the-human-touch\/\">human touch<\/a> that comes with our technology. As technology innovators, our strategy is actually driven by traditional values like trust, integrity and accountability. And our ability to combine next-generation RBC solutions with leading Fintech provider partnerships gives you the flexibility to customize your tech stack and user experience.<\/p>\n\n\n\n<p>Our approach to technology is built on three simple yet powerful principles:<\/p>\n\n\n\n<ol style=\"list-style-type:1\" class=\"wp-block-list\">\n<li><strong>Service-first focus<\/strong> \u2013 We focus on helping firms like yours service their financial professionals and clients<\/li>\n\n\n\n<li><strong>Collaborative partnership<\/strong> \u2013 We innovate and grow through strong relationships with our clients and Fintech providers<\/li>\n\n\n\n<li><strong>Strategic leverage<\/strong> \u2013 We leverage RBC\u2019s broader technology platform where applicable<\/li>\n<\/ol>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-md-12 col-lg-6 mt-4 mt-lg-0 text-center\">\t\t<!-- Start of Brightcove Player -->\n\t\t\t\t\t\t<div style=\"display: block; position: relative; min-width: 0px; max-width: 640px;\">\n\t\t\t\t\t<div style=\"padding-top: 56%; \">\n\t\t\t\t\t\t<video-js\n\t\t\t\t\t\t\t\tid=\"6337216830112\"\n\t\t\t\t\t\t\t\tdata-video-id=\"6337216830112\" data-account=\"3835386791001\"\n\t\t\t\t\t\t\t\tdata-player=\"TSWvmn9E5\"\n\t\t\t\t\t\t\t\tdata-usage=\"cms:WordPress:6.9.4:2.8.8:javascript\"\n\t\t\t\t\t\t\t\tdata-embed=\"default\" class=\"video-js\"\n\t\t\t\t\t\t\t\tdata-application-id=\"\"\n\t\t\t\t\t\t\t\tcontrols   \t\t\t\t\t\t\t\tstyle=\"width: 100%; height: 360px; position: absolute; top: 0; bottom: 0; right: 0; left: 0;\">\n\t\t\t\t\t\t<\/video-js>\n\n\t\t\t\t\t\t<script src=\"https:\/\/players.brightcove.net\/3835386791001\/TSWvmn9E5_default\/index.min.js\"><\/script> \t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<!-- End of Brightcove Player -->\n\t\t<\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-bleed rbc-block-image-mobile-top alignfull rbc-block-flush\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 class=\"wp-block-heading\">How we can help<\/h2>\n\n\n\n<p>Just as the objectives of your firm and clients are evolving, so is technology. At RBC Clearing &amp; Custody, we offer advanced technology solutions that can help your firm reach its full potential.<\/p>\n\n\n\n<p>Our investment in technology includes an equally strong emphasis on providing experienced technology specialists to help you at every step of your technology journey. Our knowledgeable and friendly people are ready to help you make the most of the technology available to you. So you can focus on your other important business goals.<\/p>\n\n\n\n<p><a id=\"_msocom_1\"><\/a><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right\" data-src=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/2023\/01\/businesswoman-leading-meeting-in-conference-room-How-we-can-help.jpeg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n\n\n\n<div class=\"wp-block-tk-tabs rbc-tab-expandable rbc-tab-medium rbc-tab-nav-between overlap-top overlap-bottom rbc-block-grey\"><nav class=\"rbc-tab-nav\"><button class=\"rbc-tab-scroll-button rbc-tab-scroll-button-left rbc-d-none\"><div class=\"rbc-icon rbc-tab-scroll-button-icon\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fas fa-angle-left\"><\/i><\/div><span class=\"sr-only\">Move left<\/span><\/button><div class=\"rbc-tab-scroll-wrap\"><ul role=\"tablist\" class=\"rbc-tab-items\"><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"financialprofessionals\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"0\">Financial professionals<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"institutionalcapabilities\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"1\">Institutional capabilities<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"endclients\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"2\">End clients <\/span><\/span><\/button><\/li><\/ul><\/div><button class=\"rbc-tab-scroll-button rbc-tab-scroll-button-right rbc-d-none\"><div class=\"rbc-icon rbc-tab-scroll-button-icon\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fas fa-angle-right\"><\/i><\/div><span class=\"sr-only\">Move right<\/span><\/button><\/nav><section class=\"wp-block-tk-blocks-tabs\">\n<div data-tab-id=\"0\" class=\"wp-block-tk-tab-content active\"><section class=\"rbc-tab-content-wrap\"><div id=\"financialprofessionals\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-bleed rbc-block-image-mobile-top alignfull rbc-block-grey\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 class=\"wp-block-heading\">Retail wealth management solutions<\/h2>\n\n\n\n<p>Serve clients effectively and manage your business efficiently with industry-leading solutions.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">RBC Nexus<\/h4>\n\n\n\n<p>Get more done\u2014quickly and easily\u2014with an integrated website that is your gateway to all of RBC\u2019s technology tools. Nexus centralizes client information, firm-level information, service tools, knowledge resources and all the relevant information you need to serve your clients.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Digital account opening<\/li>\n\n\n\n<li>Client and household management<\/li>\n\n\n\n<li>AI-powered global search<\/li>\n\n\n\n<li>Advisory account management<\/li>\n\n\n\n<li>Service requests and tracking<\/li>\n\n\n\n<li>AI-powered client insights<\/li>\n\n\n\n<li>Centralized notifications<\/li>\n\n\n\n<li>Credit line management<\/li>\n\n\n\n<li>Performance reporting<\/li>\n\n\n\n<li>Markets and research<\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/technology\/rbc-nexus\/\" class=\"link-cta link-chev\">Explore RBC Nexus&nbsp;<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">RBC BLACK<\/h4>\n\n\n\n<p>Boost productivity with an innovative, multi-custodial client engagement platform that combines your choice of 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 platform fully supported by RBC. This includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Account aggregation<\/li>\n\n\n\n<li>Planning tools<\/li>\n\n\n\n<li>Risk alignment and reporting<\/li>\n\n\n\n<li>Client relationship management<\/li>\n\n\n\n<li>Wealth reporting<\/li>\n\n\n\n<li>Client portal and mobile<\/li>\n\n\n\n<li>Advisory billing (optional)<\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/technology\/rbc-black\" class=\"link-cta link-chev\">Discover RBC BLACK&nbsp;<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">RBC Marketplace<\/h4>\n\n\n\n<p>Find additional solutions to round out your tech stack or customize your wealth management service offering. RBC Marketplace features more than 100 of the latest technology capabilities from RBC Clearing &amp; Custody and industry-leading partner providers.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/technology\/rbc-marketplace\" data-type=\"page\" class=\"link-cta link-chev\">More about RBC Marketplace&nbsp;<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcclearingandcustody.com\/technology\/rbc-marketplace\"><\/a><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right\" data-src=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/2023\/01\/Capabilities-Technology-Investors-Investor-tab-image.jpg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"1\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"institutionalcapabilities\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-bleed rbc-block-image-mobile-top alignfull rbc-block-grey\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 class=\"wp-block-heading\" id=\"institutional-solutions\">Investor and firm solutions<\/h2>\n\n\n\n<p>Many of the broker-dealer firms we serve use our expanded institutional clearing capabilities to accomplish their institutional brokerage goals. We continue to on-board broker-dealers who focus specifically on institutional business on a regular basis.<\/p>\n\n\n\n<p>Our dedication to the institutional broker-dealer business model and on-going enhancements to our platform demonstrates our commitment to your success. The tools available are among the reasons broker-dealers feel confident about clearing with us.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Trade matching<\/h4>\n\n\n\n<p>Increase efficiency by eliminating manual processing. Our Global Trade Match Allocation system interfaces with the Depository Trust &amp; Clearing Corporation\u2019s account and standing settlement instruction database (ALERT) and trade allocation database (CTM).<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Real-time trade settlement<\/h4>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Smart order routing<\/h4>\n\n\n\n<p>Access robust execution quality, minimize information leakage and control trading costs. RBC Capital Markets\u2019 patented THOR technology interacts seamlessly with our streamlined algorithm suite as well as direct market access orders, cash desk and program trades.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Technology capabilities<\/h4>\n\n\n\n<p>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, Nitrogen Trading, Orion, Raptor Trading, Refinitv REDI EMS, SS&amp;C, Sterling Trader, Tamarac, TRAFiX, VestmarkONE, Wolverine, Zia.<sup>1<\/sup><\/p>\n\n\n\n<p class=\"footnote\"><sup>1<\/sup>RBC Clearing &amp; 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 &amp; Custody platform.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right\" data-src=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/2023\/01\/Capabilities-Technology-Institutional-Institutional-tab-image.jpg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"2\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"endclients\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-bleed rbc-block-image-mobile-top alignfull rbc-block-grey\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 class=\"wp-block-heading\">End client solutions<\/h2>\n\n\n\n<p>Build and maintain strong client relationships with the digital wealth management capabilities investors want.<\/p>\n\n\n\n<p>Technology plays an ever-increasing role in people\u2019s lives, so we offer a full suite of secure online tools, resources and solutions your clients expect from you.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"end-client-solutions\">Modern client portal for current account information<\/h4>\n\n\n\n<p>Our&nbsp;<a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/\">client portal<\/a>&nbsp;features an intuitive and dynamic interface and delivers the latest user functionality to make it quick and easy for clients to find what they\u2019re 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.<\/p>\n\n\n\t\t<!-- Start of Brightcove Player -->\n\t\t\t\t\t\t<div style=\"display: block; position: relative; min-width: 0px; max-width: 640px;\">\n\t\t\t\t\t<div style=\"padding-top: 56%; \">\n\t\t\t\t\t\t<video-js\n\t\t\t\t\t\t\t\tid=\"6306082229112\"\n\t\t\t\t\t\t\t\tdata-video-id=\"6306082229112\" data-account=\"3835386791001\"\n\t\t\t\t\t\t\t\tdata-player=\"TSWvmn9E5\"\n\t\t\t\t\t\t\t\tdata-usage=\"cms:WordPress:6.9.4:2.8.8:javascript\"\n\t\t\t\t\t\t\t\tdata-embed=\"default\" class=\"video-js\"\n\t\t\t\t\t\t\t\tdata-application-id=\"\"\n\t\t\t\t\t\t\t\tcontrols   \t\t\t\t\t\t\t\tstyle=\"width: 100%; height: 100%; position: absolute; top: 0; bottom: 0; right: 0; left: 0;\">\n\t\t\t\t\t\t<\/video-js>\n\n\t\t\t\t\t\t<script src=\"https:\/\/players.brightcove.net\/3835386791001\/TSWvmn9E5_default\/index.min.js\"><\/script> \t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<!-- End of Brightcove Player -->\n\t\t\n\n\n<p class=\"mt-1\">Registration is straightforward and most information is available in real time. In addition to performance and asset allocation, this includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Holdings and positions, including cost basis<\/li>\n\n\n\n<li>Transaction details<\/li>\n\n\n\n<li>Gain\/loss information<\/li>\n\n\n\n<li>Year-to-date income<\/li>\n\n\n\n<li>Cash and money market balances<\/li>\n<\/ul>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Financial professional functionality<\/h4>\n\n\n\n<p>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\u2019 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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Mobile app for convenience<strong><\/strong><\/h4>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Available for iOS and Android, the RBC Connect app allows end clients to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View accounts<\/li>\n\n\n\n<li>Access market data<\/li>\n\n\n\n<li>Deposit checks into eligible accounts<\/li>\n\n\n\n<li>Take advantage of self-service capabilities<\/li>\n\n\n\n<li>Call their financial professional at the touch of a button<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Paperless delivery for simplicity, safety and sustainability<\/h4>\n\n\n\n<p>Investors registered for our client portal can elect to view statements and other documents online instead of receiving documents in the mail.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monthly and annual statements, disclosures and notices<\/li>\n\n\n\n<li>Trade and non-trade confirmations<\/li>\n\n\n\n<li>Tax documents<\/li>\n\n\n\n<li>Proxies and reorganization notices<\/li>\n\n\n\n<li>Mutual fund prospectuses<\/li>\n<\/ul>\n\n\n\n<p>Once documents are available, clients receive an email linking them directly to the client portal.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Self-service options<\/h4>\n\n\n\n<p>Firms served by RBC Clearing &amp; Custody have the ability to offer end clients the following capabilities. Your clients can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Easily move cash between eligible accounts at RBC<\/li>\n\n\n\n<li>Deposit checks via mobile check deposit<\/li>\n\n\n\n<li>Utilize bill pay services, manage debit cards and re-order checks<\/li>\n\n\n\n<li>Set-up their own ACH profile and request ACH transfers<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Client privacy precautions<\/h4>\n\n\n\n<p>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.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right\" data-src=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/2023\/01\/Capabilities-Technology-Retail-Retail-tab-image.jpg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n<\/section><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<h2 class=\"wp-block-heading\">Our technology team<\/h2>\n\n\n\n<div class=\"row blockId-8810ce5a-88d0-4ebc-9db2-3d44eec52246\">\n<div class=\"wp-block-rbcwm-column col-md-12 col-lg-6\"><div class=\"wrap\">\n<p>From consulting and configuration to training and support, our Minneapolis-based technology team focuses on all aspects of the RBC Clearing &amp; Custody technology experience. Sharing their insight and delivering the expertise of RBC and third-party technology, our team members work with you as well as behind the scenes to provide:<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-md-12 col-lg-6\"><div class=\"wrap\">\n<ul class=\"wp-block-list\">\n<li>Strategic consulting to help firms make well-informed decisions about technology<\/li>\n\n\n\n<li>Tactical implementation to help firms customize their tech stack and deploy technology effectively<\/li>\n\n\n\n<li>Training and support to help financial professionals adopt technology quickly and increase their productivity<\/li>\n\n\n\n<li>Data and analytics support to help firms comply with regulations and better understand their business<\/li>\n\n\n\n<li>U.S.-based phone support for financial professionals and end clients.<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-block-flush-top rbc-block-flush-bottom rbc-block-has-overlap rbc-block-small has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-rbc-button alignfull rbc-button-block row no-gutters align-items-end b-white blockId-40f9ccdc-cbf3-43ba-aeed-8ec6c6db998b blockId-1e0bc71b-51a9-4348-8a69-96531de2e2c0 blockId-5f65102a-55dc-4d52-a673-9540f9f9b609 blockId-ea8980eb-14f8-407f-9654-fb3ecacf048f blockId-cb82f9cc-0efa-42d7-b50e-d52dd0961b07 blockId-4c44b9e5-363c-4476-b574-d0ccfeaa655e blockId-3a41d335-5811-4882-a49d-b132291f4760 blockId-74400426-d081-45ae-8fac-1afc4a00cd5b blockId-038d9fca-32f2-4696-b4c3-90de112c6f17 blockId-d87df199-e500-4152-86ba-c32921ae3bf9 blockId-9160ac1b-b774-44a0-80e5-b06c2fcbb642 overlap-bottom\"><div class=\"rbc-card\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col-lg-8\"><h3 class=\"mb-0 rbc-button-block-title\"><span>Contact us for a consultation<\/span><\/h3><hr class=\"hr-mini my-1-half bdr-seaweed\"\/>\n<p class=\"paragraph-intro\">Speak with a representative to learn more or schedule a demo.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"col-lg-7\"><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/contact-us\/\" target=\"_self\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-seaweed rbc-button-block\" rel=\"noopener\"><div class=\"rbc-icon rbc-button-icon-right\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-fal fa-angle-right\"><\/i><\/div><span>Contact us<\/span><\/a><\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-bleed rbc-block-image-mobile-top alignfull rbc-block-flush rbc-block-image-flush-content\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<div class=\"wp-block-rbcwm-card rbc-card rbc-block-image-overlap-left ani-opacity-up rbc-card-flush-x-mobile\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-card-icon c-white d-none d-lg-flex b-primary\" style=\"\"><span aria-hidden=\"true\" class=\"georgia rbc-card-icon-quote\">\u201c<\/span><\/div><div>\n<figure class=\"wp-block-rbcwm-blockquote mb-0\"><blockquote class=\"h5 header-alt mb-1\">The technology stack is not only beneficial to us as an introducing firm, but it&#8217;s also fabulous for clients from an overall experience standpoint.&#8221;<\/blockquote><figcaption class=\"regular\">\n<p>Mat Gleason<br>COO, Life Companies<br>Farm Bureau Financial Services<\/p>\n<\/figcaption><\/figure>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-0 flex-lg-row-reverse\"><div class=\"rbc-block-image-bleed-img-wrap  d-flex flex-lg-row-reverse\"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-left\" data-src=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/2023\/01\/our-tech.webp\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-block-flush-bottom rbc-block-has-overlap has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 class=\"wp-block-heading rbc-block-header-title col-lg-12\">Our perspectives<\/h2>\n\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-header-description rbc-block-header-description\">\n<p><\/p>\n<\/div>\n<\/div><\/header>\n\n\n\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col-lg-12\">\n\t\t\t\t<div class=\"row overlap-bottom\">\n\t\t\t\t\t\n\t\t\t\t\t\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/management-team-in-modern-conference-room-Rise-of-boutique-independence-3210x2140-1.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>The rise of boutique independence<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tYour business\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/article\/the-rise-of-boutique-independence\/\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t3 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; The rise of boutique independence<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/human-and-robot-hands-working-together-on-computer-3210x2140-1.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>AI marketplace for advisors<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tClient relations\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/article\/ai-marketplace-for-advisors\/\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t3 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; AI marketplace for advisors<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/2023\/01\/businessman-looking-at-table-at-highrise-window.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Seven securities business trends to watch<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tYour business\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/article\/securities-business-trends-to-watch\/\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t7 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Seven securities business trends to watch<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-12\">\n\t\t\t\t\t\t\t<div class=\"rbc-button-block row no-gutters align-items-end rbc-block-spacer-t justify-content-end\">\n\t\t\t\t\t\t\t\t<div class=\"col-lg-5 order-1\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/perspectives\/\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-secondary rbc-button-block\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"rbc-icon rbc-button-icon-right\">\n\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tBrowse our perspectives\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"editor_notices":[],"footnotes":""},"rbcwm_content_owner":[],"class_list":["post-37","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Our technology - RBC Clearing &amp; Custody<\/title>\n<meta name=\"description\" content=\"Unify and simplify the technology experience at your firm, for your team and your clients, with our revolutionary platform. Contact us today for a demo.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/technology\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our technology\" \/>\n<meta property=\"og:description\" content=\"Unify and simplify the technology experience at your firm, for your team and your clients, with our revolutionary platform. 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