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

Phone:

888-462-1816

Fax:

612-313-1194

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.

Similar Private Companies By Industry

Company Name Region
1031 Corp. United States
1800Pay, Inc. United States
1st Franklin Financial Corporation United States
2011-SIP-2 Venture, LLC United States
2262011 Ontario-Delaware Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
The Advertising Council, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact RBC Correspondent Services, Inc., please visit www.rbccorrespondentservices.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.