As one of the largest clearing and execution firms in the world, RBC has simple processes and robust support for your clients to buy, sell, and hold equities, mutual funds, ETFs, fixed income products and more.
Custody of Alternative Investments
With DFPG’s emphasis on alternative investments, we looked for a partner that would compliment our strengths. Through our tailored partnership with RBC, your clients can in most cases hold their alternatives in both qualified and non-qualified accounts, with very competitive custody fees. This is a significant advantage over most custodians, allowing for even better consolidation of assets and information.
Research and Marketing Tools
DFPG Representatives who utilize RBC have access to a broad array of additional tools, such as market research from Thompson-Reuters, TheStreet.com, and others. RBC provides reporting and financial planning tools, advisor dashboards, data files for integration with other software, and a whole team of live professionals you can call directly for knowledgeable and prompt support. Learn more about RBC’s tools here.
For Investment Advisor Representatives, the tools and resources of RBC extend to a comprehensive suite of fee-based options. From accounts you manage yourself, to hundreds of third-party managers, RBC can help simplify the process for you.