woman working in modern office

Get more done in less time

Whether it’s modernizing our technology infrastructure or continually simplifying, streamlining, and automating processes, we aim to be leaders in all areas that enable and empower your team to be as efficient as possible.

A digital experience that is integrated, centralized, and seamless

We understand that the right technological tools are essential for you to efficiently and effectively deliver high-end service to your clients. That’s why we continually invest in the best new technology for your business to help you stay up to date with current trends.

To help investment counsellors and their teams make the most of RBC Wealth Management’s robust and extensive capabilities, we have centralized every aspect of client relationship management – be it onboarding, reporting, or professional partner relationships – within a unified digital experience that makes client service seamless. Powered by Salesforce, our system integrates multiple applications and enables complex data-driven processes.

ava app

Run your practice on the go

Our Advisor’s Virtual Assistant (AVA) is a mobile app developed by RBC Wealth Management to help you stay connected with your clients from your mobile device. Whether you use Android or Apple iOS, AVA offers you the capabilities to:

  • Search and view your clients’ account details and contact them directly
  • Organize your day with access to events, tasks, and emails, all in one place
  • Access live market information using data feeds, research, and analytics

Helping you make the most of the latest tech

With a growing number of complex software tools, every investment counsellor has access to the Practice Management, Training & Development and Business Analytics teams, who can give you and your team the confidence you need to identify revenue opportunities and help your practice become more profitable.