Rbc wealth

As one of the highest-rated and best capitalised rbc wealth in the world, we are focused on earning our clients trust through high-quality service and a prudent approach to risk management. The five platforms that operate in the region are backed by the strength of our parent, rbc wealth, Royal Bank of Canada. We remain firmly committed to Europe and are continuing to grow our presence to best serve our clients, whatever the future holds.

The less time financial advisors have to spend swiveling between interfaces and processing back-end admin and paperwork, the more time they have to find new prospects and form deeper relationships with existing clients. All of that adds up to efficiency gains, leaving employees free to focus on high-value work that drives the bottom line. But they needed a productivity tool that could handle complex, time-sensitive issues—one that could easily plug into its existing Salesforce infrastructure and make better use of a broad spectrum of customer data with a suite of powerful automations. Slack was a good fit. Instead of having to pivot between multiple interfaces for separate tools, advisors can operate within a single dashboard that contains all the information and functionality they need to open and close cases from one place.

Rbc wealth

Tech solutions for a holistic client view. RBC knows that wealth management is about a lot more than just money. But a steady accumulation of technology solutions was making it more and more difficult for financial advisors to manage the interpersonal relationships that were key to customer loyalty. They turned to Deloitte Digital and Salesforce to help them build a new advisor platform with a holistic, centralized view of the client, robust client support capabilities, enhanced reporting features, and tools to empower collaboration between and within teams. Implement a CRM solution backed by Salesforce. The team was able to create one centralized solution that gives financial advisors instant access to the client information they need. And with Einstein Analytics, RBC now has the ability to build dynamic home pages for financial advisors, client associations, and management users, with data visualizations that bring key insight to the forefront. A one-stop shop for client management. A holistic client view gives financial advisors the ability to act quickly in the moments that matter most. And newfound agility is ensuring their customers are in good hands, even in times of economic uncertainty. Post go-live, Deloitte Digital and RBC continue to elevate the advisor experience with added desktop tools and a mobile solution that gives advisors the flexibility they need to build trusted relationships with clients wherever they are. Now all the information financial advisors need is right there at the click of a button. Please enable JavaScript to view the site. Skip to main content.

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. RBC Wealth Management, one of the world's largest money managers, works with individuals and families, as well as retirees. Its services for these clients include cash and credit solutions, trust services, insurance solutions, investments and research, retirement income planning, funding education, gifting and philanthropic solutions and responsible investing. It also specializes in working with business owners, offering many of the aforementioned services as well as retirement plans.

View your latest account information, important documents and market commentary wherever and whenever you want. Access your accounts safely and securely—protected by your confidential password and state-of-the-art encryption technology. Receive key documents such as account statements, tax slips and trade confirmations electronically to reduce your paperwork and help the environment. Choose eDocuments to declutter your life and help the environment. View your account information any time from the convenience of any personal computer or device with secure internet access. Do so knowing your privacy is protected by your confidential password, personal verification questions and advanced encryption technology. Find out the value of your equities, options and mutual funds—all based on current market pricing. You can also view your transactions and check the status of your trade orders.

Rbc wealth

Your values, needs and goals are unique. Your aspirations may involve your family, your business or the legacy you want to leave. We can help you navigate opportunities, changes and challenges as they happen—from generation to generation. When you choose us as your wealth management firm, you benefit from the financial stability and strength of a truly global institution. The success of our clients motivates us and fuels our innovation. Awards and recognition.

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Using this data, SmartAsset calculated the average cost of living for retirees in the largest U. More from SmartAsset Choosing a financial advisor See our retirement calculator See our investment calculator. This review was produced by SmartAsset based on publicly available information. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category housing, food, healthcare, utilities, transportation and other in each city. Make more informed decisions. After a successful call with the prospect, the advisors are ready to convert them into a full-fledged client. The firm's offered programs include:. Portfolios will be rebalanced and investment strategies will be updated as needed. RBC Wealth Management. Our team of knowledgeable professionals do all they can to help you live the way you want to. But with Slack and Salesforce working seamlessly together, advisors can use the power of workflow automation to do this with a single click from inside the qualification canvas. More stories for you.

Change is inevitable, and we can help you plan for it.

Our personalized approach includes top-tier investment insights, proactive solutions and a professional, dedicated team to serve your unique needs. The first, wealth accumulation, includes investment management , strategies for exercising stock options and restricted stock and business ownership interests. What can we help you achieve? This is most evident in the way notifications and alerts work. Further, the prices reported for annuities and alternative investments, including direct participation programs, private real estate investment trusts, private securities and hedge funds, are estimates. Portfolios will be rebalanced and investment strategies will be updated as needed. Please enable Javascript and refresh this page. Instead of having to pivot between multiple interfaces for separate tools, advisors can operate within a single dashboard that contains all the information and functionality they need to open and close cases from one place. Its three main areas of focus are wealth accumulation, wealth protection and wealth distribution during and after your lifetime. ET For investment assistance, contact your financial advisor. We provide unrivalled expertise in corporate and investment banking, debt origination and sales and trading of fixed income, currencies, commodities and equities. More from SmartAsset Choosing a financial advisor See our retirement calculator See our investment calculator. Transfer your wealth. Discover what we offer.