{"id":707,"date":"2023-01-24T01:15:51","date_gmt":"2023-01-24T01:15:51","guid":{"rendered":"https:\/\/www.rbcclearingandcustody.com\/en-us\/?page_id=707"},"modified":"2024-10-07T20:56:26","modified_gmt":"2024-10-07T20:56:26","slug":"advisory-account-management","status":"publish","type":"page","link":"https:\/\/www.rbcclearingandcustody.com\/en-us\/technology\/rbc-nexus\/advisory-account-management\/","title":{"rendered":"Advisory account management"},"content":{"rendered":"\n

Advisory account management<\/span><\/h1>
<\/i><\/div>RBC Nexus<\/a><\/span><\/div>
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AdvisoryLink, powered by Envestnet, is our one-stop software platform that helps you conduct managed account business through all RBC-sponsored advisory programs.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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<\/i><\/div>See all advisory programs<\/a><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n
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Simplify tasks associated with all aspects of managing your advisory business<\/h3>\n\n\n\n

RBC worked with Envestnet to provide a centralized front-end technology for our RBC-sponsored advisory programs. Financial professionals can open, maintain, review and manage all of their RBC Unified Portfolio, RBC Advisor and Consulting Solutions accounts on the platform.<\/p>\n\n\n\n

The system makes it easy for financial professionals to create customized proposals for new and existing clients. AdvisoryLink is also the application used to conduct fee billing and provide ongoing maintenance for all accounts, including monitoring risk, submitting service requests, modifying goals and more.<\/p>\n\n\n\n

Advisory account management benefits<\/h3>\n\n\n\n