couple reviewing document with advisor

An exceptional client experience begins with an exceptional advisor experience

Continuing to accelerate the digitalization of the client experience is a win-win. Clients are more satisfied and you’re more free to focus on what you do best: building relationships and serving your clients.

advisor websites on various devices
 

Create custom client proposals

With the myProposal tool, you can build client-friendly wealth and investment proposals. The intuitive interface makes it easy for you and your team to customize content, save and share materials, and leverage existing templates so you can streamline the proposal creation process.

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Online onboarding

With today’s advanced technology, there shouldn’t be a need for stacks of paper, redundant key entries, and the various administrative hurdles of opening an account. That’s why we’ve streamlined and simplified the online onboarding process for clients with:

  • Ease of documentation with eSignlite
  • Guided instructions so clients know where they are in the process at all times
  • Reduced errors thanks to built-in system validation and pre-populated forms
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Real-time financial projections

Financial planning and wealth management go hand in hand. With our proprietary software, you can offer clients a financial snapshot, including a view of how they are tracking on short- and long-term goals. Think of it as a few clicks to a client’s financial peace of mind, answering pertinent questions in real time, like:

  • What can I do to ensure my financial goals and priorities become reality?
  • If I live to be 90, will I have sufficient funds to maintain my desired lifestyle?
  • Can my business survive a major change or crisis?
RBC partners bios

Partnering with RBC professionals

Part of Canada’s largest financial institution, RBC Dominion Securities boasts partnerships in private and commercial banking, Royal Trust, as well as a roster of 250+ wealth advisory specialists.

Partnering is a distinct value-add for your clients. They receive your investment management expertise and guidance, as well as access to professionals across the financial spectrum—including experts in Will and estate planning, business succession planning, insurance and more.

wealth management online app

RBC Wealth Management Online

Your clients will gain transparency via an advanced online experience that’s optimized for all devices, including enhanced account information on performance and products, customizable dashboards, e-documents, and more. Wealth Management Online enables you to:

  • Enjoy secure direct messaging with clients, right from their accounts
  • Go the extra mile for clients as an optional user on their account, assisting with troubleshooting or onboarding
  • Reduce paperwork by providing clients with e-statements, tax slips, and more
analytics dashboard

Customized household reporting

Our automatic reporting tool relies on time-saving templates to generate sleek household reports, customized to clients’ unique preferences. Use reporting on an as-needed basis, or opt for scheduled reports, which can be e-delivered through the Wealth Management Online portal, or printed and sent on your behalf to support regular reviews.

“I came to RBC because here I get the whole package, for my team and for my clients. ”

–Peter Hodgson, competitive recruit

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I came to RBC because here I get the whole package, for my team and for my clients. The advisor and the client are central to the philosophy of the firm, built on a commitment to excellence, strong business discipline, and processes executed with consistency. The research and infrastructure are robust and innovative. And as a leader in Canada’s wealth management space, we have the scale to prepare for the future.

– Peter Hodgson, competitive recruit
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