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Tools and Technology

 

The tools and technology you need—right at your desktop.

One of the many ways we help you build and grow your own investment advisory business is by giving you access to a number of powerful desktop applications that connect you to your clients:

ClientLink

ClientLink provides the tools you need to efficiently manage both client portfolios and relationships in one system. Deliver tailored communications to clients, provide customized reporting, and configure the system to your needs and preferences.

Rate of Return Statements

Use PRSnet to quickly produce time-weighted rate of return statements for your clients. Search accounts by account number or name and select the currency and date range for statements you wish to create.

Real-time Quotes

Access a premier cross-border real-time quote system with comprehensive technologies that minimize service outages.

ClientSource

Access an electronic client database that stores 100 years of Know Your Client (KYC) information.

AdvisorNet

Tap into all the resources offered by the firm through our intranet site. Access U.S. and Canadian research, economic outlook and market commentary; products and services; business development tools and guides; marketing material; and investment management and consulting resources. Also receive updates on market events, new products and services.

DS Online

Your clients can also keep track of their account information through our private website 24 hours a day, seven days a week. In addition, clients can access real-time quotes, research reports, company profiles and more.

Take the next step…contact us.

For more information about a career as an Investment Advisor or Portfolio Manager with RBC Dominion Securities, please contact your local branch.

 

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10/11/2012 11:42:18