RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
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.
Tell our one-firm philosophy and unified brand story with compelling marketing collateral and an online presence that captures who we are and clearly communicates our value proposition.
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.
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:
Part of Canada’s largest financial institution, RBC PH&N Investment Counsel boasts partnerships in private and commercial banking, Royal Trust, as well as a roster of 250+ wealth advisory specialists. Having these partners at your disposal vastly expands, and raises the value of, your client offerings.
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.
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 or printed and sent on your behalf to support regular reviews.
