Enterprise wealth management capabilities for channels, devices and users

mobile digital software Digital

Key Benefits:

  • Lower Costs:  Real-time investment capabilities consistently across the enterprise, without costly development and on-going maintenance.

  • Intuitive, Rules-driven Workflows: Account on-boarding, order management and other workflows for branches, advisors and investors, with a full API for enterprise integration.

  • Increased Sales and Productivity: Full servicing capabilities in real-time results in higher customer value, increased advisor satisfaction, and significant reduction in back office manual processing.

  • On-going Innovation: Regulatory updates and product innovation provided by RPM – grow your business, not your TCO.

Part Of R·Interfaces