Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

RBC

RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance. We are well-established in the largest, most mature capital markets across North America, Europe, and the Asia-Pacific region, which collectively encompass more than 75% of global investment banking activity each year.

We are part of Royal Bank of Canada (RBC), a leading, diversified provider of financial services and one of the strongest banks globally. Founded in 1864, RBC is the 10th largest bank worldwide and the 5th in North America, as measured by market capitalization. RBC is among a small group of highly rated global banks and is recognized time and time again for its financial strength, market leadership and philanthropic work.

RBC

Investment solutions

  • Diversified investments – choose from equities, fixed income, mutual funds and ETFs
  • Concentrated stock strategies – help clients mitigate risk, gain liquidity and diversify single stock positions
  • Retirement planning – use tools to identify risks and opportunities affecting clients’ retirement readiness
Advisory solutions
  • Client directed nondiscretionary mutual fund wrap program
  • All-inclusive wrap program; model portfolios
  • Separately managed account program
  • Unified managed account program
  • A la carte managed money platform
Financial advisor solutions
  • Integrated technology platform – features customer relationship management, risk management, content management, financial planning, account aggregation and trading and rebalancing.
  • Third party resources – connectivity to over 100 resources and in many cases preferred pricing
  • Productivity tools – open and maintain accounts, access client documents and storage
  • Block trading and rebalancing – from secure, browser-based front-end system
  • Client education – deliver current and concise FINRA-reviewed materials via Broadridge Advisor Solutions
Technology solutions for recordkeeping, reporting and supervision
  • Client access – secure website that allows your clients to stay up-to-date on the information that matters most to them
  • Performance reporting – financial advisors have more than 30 reports with more than 150 tailored benchmark options
  • Compliance and surveillance – standard and advanced supervisory capabilities
RBC

Companies that integrate with RBC Capital Markets

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

RBC

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.