Consolidate
Your Business
Eliminate processing complexities with R•Broker.
The system offers real-time client,
account and portfolio management. All account types
including RESPs are supported,
with comprehensive legislative
rules. The system produces the
full range of regulatory reports.
The back office is real-time. You have access to unlimited transaction history.
All of these capabilities are
available on one system.
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Consolidate
Your Desktops
R•Broker provides a consolidated
desktop to manage all your clients’ investment needs.
With R•Broker, key functions are on one system. Place client
orders for equity, fixed income, mutual fund and other
investments. View client and household holdings in real-time.
Analyze sophisticated portfolio and performance information such
as Rate of Return, Asset Mix and Sector Mix to make targeted
recommendations.
R•Broker helps producers spend more time producing.
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Your Business,
Your Way
Your brokerage platform should
support your ever-changing business needs. Whether you are a
correspondent, a carrier or a self-clearing dealer, R•Broker
manages your products, processes and unique requirements.
With configurable investments, rules and workflows, you can
change your business without needing to change your system.
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Always
Be Current
R•Broker features the latest and
most modern system enhancements, so you can stay ahead of the
demands of the market and regulatory bodies.
R•Broker is a hosted solution, which means that RPM looks after
all upgrades and infrastructure so you can focus on what’s
important: growing your business.
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