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wealth and asset management

Automate trusted advisor and client experiences.

 

Connect the front, middle, and back office to drive profitable growth and increase AUM.

 

Wealth Management

Modernize client engagement, increase client satisfaction, and fuel advisor productivity by delivering automated, data-driven experiences on an integrated platform.

Asset Management

Deliver a unified experience, scale sales team productivity, reduce costs, and automate service experiences for clients. 
 

Engage customers and employees with a single, connected platform.

 

Financial Services Cloud

Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Build customer trust and increase employee productivity with Financial Services Cloud.
 
Starting at $300 USD/user/month* (billed annually)
* This edition requires an annual contract. Above pricing is for Enterprise Edition. Unlimited Edition is available for Sales, Service and Sales & Service for $475 USD/user/month, $475 USD/user/month and $500 USD/user/month respectively. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
 
 
 

To prepare for client meetings, advisors had to reference up to 26 different systems. It would take 3–4 hours to prepare for the meeting. Now, all the information advisors need is right there at the click of a button.

Greg Beltzer

Head of Technology, RBC Wealth Management - U.S.
 
 
Wealth technology solutions report cover page

The Right Tech Can Drive Efficiency and Profitability