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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