“In 2017, our mobile app Advisor’s Virtual Assistant (AVA) won an ongoing investment Banker & PWM Global Private Banking Awards, for Best Initiative of the year in relationship management”
Each year, we put more than $60 million in our technology platforms, with a focus on improving advisor efficiency, enhancing client experience, and meeting regulatory requirements.
As we continue to transform client accounts to better manage and share data, our systems are becoming more integrated and efficient, resulting in more time for you to serve clients and grow your business.
In a rapidly evolving regulatory environment, we leverage technology to enable us to meet our obligations in an efficient manner. Whether we’re delivering client materials through our secure DS Online platform or enhancing our client reporting, we continue to innovate to ensure clients receive timely account information.
Award-Winning Mobile App
Advisor’s Virtual Assistant (AVA) provides advisors with on-the-go access. With AVA, you can quickly find clients/households, instantly connect with clients via e-mail and phone and easily review a client’s portfolio of accounts details. Client bios, notes, tasks and client emails are all at your fingertips. You can also dictate notes straight into the client record and review and approve eKYCs on the fly.
A real-time projection tool that provides a holistic overview of a client’s financial picture, myGPS™ is designed to meet the changing wealth management needs of clients by providing a holistic view of client goals, priorities and solutions.
Hearsay Social is RBC Dominion Securities’ social media supervision and digital marketing tool. The application includes a content library of pre-approved marketing materials which advisors can share with their clients using LinkedIn and Facebook.
One Trade Platform
RBC has one, easy to understand trade platform that is mobile enabled.
Online Client Access
DS Online is our secure, private website that gives clients convenient 24-hour access to account information, research, tools and eDocuments from any computer with secure internet access. Clients can keep track of the progress they are making towards achieving their financial goals at their convenience.
Commitment to ongoing investment
$60MM Annual Technology Investment
Broad range of technology solutions you expect, including:
- Customer relationship management and planning
- Trading and research
- Practice Management
- Client Communication