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RPM R•Wealth

Consolidated account, transaction and investment management

Contact Us

RPM R•Wealth transforms the way banks and retail organizations sell and service investments to improve customer experience and add efficiency to operations. It helps shift the product-centric experience to a consolidated account model where the full range of accounts, investments and transactions can be managed from a single platform.

An industry-leading retail investment platform

RPM R•Wealth is an integrated, real-time platform for managing a customer’s full range of accounts, investments and transactions. It streamlines and automates the back office with a consolidated retail investment framework and common suite of real-time processes.

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Registered Plan Administration
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STP Order Entry
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Term Deposit Administration
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Mutual Fund Trading
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Open Architecture
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Transform the Way You Service Customers

Stay ahead of regulatory change, product innovation and customer demands by transforming your wealth management lines of business. See why leading Canadian financial institutions choose RPM technology platforms to support over 15 million customer accounts.

How We Can Help

Driving Financial Services in Canada

600B+
Assets Under Management
64
Clients
42,000
Advisors

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Recent Insights from the Wealth Industry
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what’s next for you

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Retail Banks

Create a consolidated investment platform

Retail banks need to efficiently manage investments to stand out from the competition while reducing costs. We provide tools to help consolidate accounts and investments, automate and streamline processes, and seamlessly connect to sales channels. Explore our solutions for streamlined investment management.
RPM R•Digital
RPM R•Term
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