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RBC Wealth Management

For more than a century, RBC Wealth Management has provided trusted advice and solutions to individuals, families, institutions and charitable foundations. Put our award-winning global network to work for you.

As the 5th largest wealth manager, with over $1 trillion in assets and over 4800 financial consultants, advisors, private bankers and trust officers, we understand your wealth is about more than money. We put you, your family and your business at the center of everything we do. Our personalized approach can help you achieve your goals for today and for the future. For more information, visit rbcwealthmanagement.com.

New Account Opening

Docupace has partnered with RBC Capital Markets and RBC Wealth Management to provide a fully integrated account opening and maintenance eco-system for RBC’s Private Client Group and Custodians.

Integration Benefits:

  • Docupace’s New Account Opening and maintenance platform is embedded within the RBC tech stack which:
    • Reduces duplicate data entry
    • Reduces time to open new accounts
    • Increases consistency in account opening processes
    • Improves advisor experience
  • Increases advisor and back office efficiency by:
    • Providing pre-bundled forms for all available registrations and maintenance transactions
    • Reducing NIGO rates through automated data validations
    • Automating account number pre-population on forms prior to client signing
    • Including Docupace’s “click to sign” technology eliminating 3rd party electronic signature costs
    • Opening accounts in minutes
    • Centralizing system of record support for all documents 

Data Services

Docupace has integrated with RBC Clearing & Custody to provide advisors and their firm with daily transaction detail on:

  • RBC
    • Accounts & Contacts
    • Client Profile
    • Positions
    • Security
    • Non-Trade Transactions
    • Daily Trade File
    • Statement Balances
    • Billing Non-Trade
    • Billing Trade

These standard files are imported automatically into Docupace’s Compensation Management or Surveillance and Compliance products for a streamlined reporting and monitoring experience

Integration Benefits for Docupace Compensation Management:

Our easily customized and rules-based compensation product takes away compensation frustration and allows your firm to grow by:

  • Eliminating manual compensation calculations
  • Creating up-to-the-minute, accurate financial reports
  • Handling the most complex compensation payout plans

Integration Benefits for Docupace Surveillance and Compliance:

Our rules-based, alert-driven auditing and compliance solution gives your risk & compliance management team confidence by:

  • Consistently applying rules across your enterprise that scales as you do
  • Improving efficiency by utilizing our exception-based processes
  • Allowing your team to focus on high-risk transactions for higher-quality outcomes

Transitions don’t have to create chaos.

With the right processes, support systems and digital tools in place, firms can simplify onboarding, reduce paperwork and keep clients confident throughout the move.

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