June 23, 2017 10:43 PM ET

Consumer Finance

Company Overview of RBC Correspondent Services, Inc.

Company Overview

RBC Correspondent Services, Inc. provides clearing, custody, and execution services to independent broker-dealers in the United States. The company offers access to various wealth management services in the areas of capital markets, credit and lending, trust services, fixed income, and research. It also offers business solutions in the areas of investment programs, sales ideas, sales tools, technology, and reporting; InvestorConnect that provides access to client account information; and RBC WealthStation, an integrated wealth management platform that provides tools for client management, financial planning, asset allocation, trading, market data, reporting, and performance reporting. In add...

60 South 6th Street

Minneapolis, MN 55402

United States

Founded in 1979





Key Executives for RBC Correspondent Services, Inc.

Head of RBC Correspondent Services & RBC Advisor Services
Senior Vice President of Business Development
Senior Vice President of Business Development
Senior Vice President of Business Development
Compensation as of Fiscal Year 2016.

RBC Correspondent Services, Inc. Key Developments

RBC Correspondent Services and RBC Advisor Services Launch New Wealth Management Technology Platform

RBC Correspondent Services and RBC Advisor Services announced the launch of BLACK, a new integrated financial advisor platform. Within BLACK, RBC has bundled five leading financial services technology providers into one simple, intuitive platform. Accessible through a single login, on most devices, BLACK is offered to RBC's clearing & custody clients with a strong desire to leverage the power of technology to enhance client relationships and grow their business. BLACK represents a unique and expandable platform containing a full menu of wealth management solutions developed by the following industry leading financial technology partners: CircleBlack – Client Account Aggregation and Portfolio Analytics; Redtail – Customer Relationship Management; Riskalyze – Risk Alignment; MoneyGuidePro – Financial Planning; Vestmark – Trading and Rebalancing; RBC – Clearing and Custody. Financial advisors who leverage BLACK will be able to deliver financial solutions with their clients' goals and values at the forefront. The integrated applications on BLACK allow advisors to streamline client interaction, while offering a wider array of capabilities.

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Recent Private Companies Transactions

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