RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around...

Integrations: 0

Partnership: 0

RBC Black

Broker-Dealer Platforms, Custodial Platforms

BLACK is the innovative, integrated financial advisor platform that modernizes comprehensive wealth management, offering a better experience for advisors, firm...

Integrations: 23

Partnership: 0

RedBlack

Investment Research, Rebalancing, Trading

RedBlack is the independent market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration....

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 1

Partnership: 0

Redtail Imaging

Content Management, Content Management, Cybersecurity

Redtail Imaging provides financial professionals with a powerful option for managing and archiving documents from any location on any computer....

Integrations: 1

Partnership: 0

Refinitiv

Analytics, Investment Research

Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately...

Integrations: 8

Partnership: 0

RIA in a Box

Account Aggregation, Trading

RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative...

Integrations: 1

Partnership: 0

RiskPro

Analytics, Investment Research, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP

RiskPro is a risk analysis and portfolio construction tool designed to assist financial professionals (advisors) in selecting Portfolios for their...

Integrations: 0

Partnership: 0

Royal Alliance Associates

Broker-Dealer Platforms

In total, Royal Alliance is partnered with over 2,000 financial advisors across the country who lay claim to $12.6 billion...