RBC Correspondent Services, a clearing firm for independent broker-dealers, and RBC Advisor Services, a custodian boutique for registered investment advisors, have rolled out a new wealth management technology platform.
Dubbed BLACK, the new financial advisory platform will offer integrated access to the technologies of five financial services providers.
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The platform will provide RBC’s customers with client account aggregation and portfolio analytics from CircleBlack, customer relationship management from Redtail, risk alignment from Riskalyze, financial planning from MoneyGuidePro, and trading and rebalancing from Vestmark.
RBC Correspondent Services and RBC Advisor Services head Brett Thorne said: “The BLACK platform truly addresses the needs of our independent broker dealers and registered investment advisor clients.
“The world of financial services along with technology is rapidly changing. We wanted to build an exclusive advisor platform to help our firms and their advisors realize opportunities, gain efficiencies and thrive in this new environment.”
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