RBC Wealth Management

New Account Opening

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.

Integration

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