For Brokerage

An ASP hosted brokerage platform that is a single, real-time data source for clients, advisors or head office stakeholders

financial institutions For Brokerage

Key Benefits:

  • Reduce Complexity and Cost: A single RPM solution streamlines front and back office processing, automating workflows and reducing operational effort.

  • Increase Sales: Advisors have access to all the processes and tools needed to proactively service customers and grow their portfolio.

  • Improve Productivity: RPM’s configurable business and regulatory rules engine validates transactions for accuracy prior to processing, which reduces manual corrections.

Part Of R·Regulatory