Improve Productivity

R•Wealth eliminates the processing complexities that challenge your organization today.

For sales channels, R•Wealth embeds a ‘one process, best process’ foundation throughout all trading and account workflows. Your back office can operate on a single platform, reducing redundant processing time and effort.

The result – increased efficiency throughout your entire organization.

Focus On The Customer

R•Wealth provides you with a consolidated view of your clients’ complete set of accounts and holdings, including historical information. This view is coupled with a real-time order processing engine, so you can efficiently execute investment transactions.

R•Wealth offers comprehensive portfolio performance metrics across investments, including personalized Rate of Return, Sector Mix and Geographic analysis.

With R•Wealth, you will raise your service standards to new levels.

Your Products, Your Way

R•Wealth liberates product features and attributes typically locked deep within software programs.

Now you are free to launch the products that you’ve always dreamed of in a few simple keystrokes. You can create bundled offerings that span investment types or offer products that are solely targeted to specific distribution channels.

R•Wealth puts the future of your product strategy directly in your hands.

Consolidated
Wealth Management

• Consolidated account administration
• Real-time processing for mutual funds, segregated funds, term deposits, debt, equities and cash
• Consistent functionality to all sales channels, including branches and licensed advisors
• Regulatory compliance and reporting
• Integrates with R-Funds and R-Term solutions