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Financial Services
Expert solutions for financial services for over five decades
Corporations
- Corporate Issuer
  Corporate Treasury
  - Increase efficiencies in managing cash and risk
  Others
Telecom
Utilities
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- Account Charges, Compensation and Performance Reporting
- Account Statements
- Advisor Compensation
- - Advisor Content Communication Platform
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- Advisor Desktop Solutions
- - Advisor Resource Centre
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Advisor Websites
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Annual Compliance
    - For Corporate Issuer
    - For Law Firms
- Asset Servicing
- Automated Publishing for Fund Reporting
- - Bank Debt and Loan Trading
- Banking Book Collateral Management
- - Beneficial Proxy Services
    - For Law Firms
    - For Wealth Management Firms
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- - Capital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
- Cash Management
- Client Portal
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- Communication Cloud
- - Compliance and Regulatory Accounting Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Compliance Reporting
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    - For Capital Markets
    - For Wealth Management Firms
- Consent Collection and Preference Management
- - Consumer Preference and Profile Management
- Content Design and Management
- Control Solutions
- Corporate Action Services
- - Credit and Market Risk
- Customer and Advisor Mailbox
- - Customer Communications
- Data Aggregation and Financial Reporting
- - Data Management and Archival
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- Data Management, Warehouse and Reporting
- - Derivatives Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Digital Delivery
- - Digital Document Delivery
    - For ETF Providers
    - For Institutional Investors
- - Digital Experience Management
- Digital Information Onboarding
- Digital Marketing Campaigns
- - Direct Marketing
- - Document Composition
- Document Fulfilment
- - EDGARForms
    - For Corporate Issuer
    - For Law Firms
- Enhanced Packaging
- Enhanced Proxy Design
- - Equity Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- European Fund Market Intelligence
- - Expense Management and Fee Validation
    - For Global Investment Managers
    - For Institutional Investors
- - Expense Management Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Financial Reporting
- - Financial Statement and MRFP Delivery Solution
    - For ETF Providers
    - For Global Investment Managers
- - Fixed Income Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- - Global Post Trade Management
    - For Capital Markets
    - For Wealth Management Firms
- - Global Securities Class Action
    - For ETF Providers
    - For Wealth Management Firms
- Global Securities Class Action Services
- - Global SWIFT Services
- Global Tax Reclaim and State Tax Reporting
- Institutional Market Intelligence
- Intermediary Fee Management
- - Intraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- - Investment Accounting
- - Managed Reference Data Service
    - For Capital Markets
    - For Wealth Management Firms
- - Managed Services, Hosting and Integration
- Market Analytics
- - Mobile App
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Performance Analytics
- - Performance and Attribution
- - Performance Dashboards and Operational Reports
- Point-of-Sale Prospectus
- - Portfolio and Order Management
- Portfolio Management for CLO’s
- Portfolio Management for Private Debt
- - Portfolio Securities Voting
- - Post Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- - Post Trade Processing Managed Services
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- - Pricing and Valuation
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    - For Corporate Issuer
    - For Law Firms
- Private Fund Compliance Reporting
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    - For Capital Markets
    - For Wealth Management Firms
- Proxy Distribution Solutions
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    - For Wealth Management Firms
- - Proxy Services
- ProxyVote™
- Rapid Onboarding
- - Reconciliation
- - Reconciliation Managed Services
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    - For Wealth Management Firms
- - Reference Data Management
- Revenue and Expense Management
- - Revenue Management and Fee Billing
- Risk and Transparency Reporting
- Robo-Advisory Platform
- RPM R•Broker
- RPM R•Desktop
- - RPM R•Digital
- - RPM R•Funds
    - For Retail Banking
    - For Wealth Management Firms
- RPM R•Term
- RPM R•Wealth
- - RPM R•Wholesale Term
    - For Retail Banking
    - For Wealth Management Firms
- Sales and Asset Reporting
- - Securities Finance
- Securities-Based Lending in the Cloud
- Securityholder Data Services and Advanced Analytics
- Share Management Solution
- Shareholder Meeting Registration
- Statements, Confirmations and Tax Reporting
- Tax Solutions
- - Virtual Shareholder Meeting
    - For Corporate Issuer
    - For Law Firms
- W.insurance
- Web Hosting and Document Conversion
- Winfund Digital Dealership
- Winfund W.investment
Consulting Services
Providing you with actionable insight and proven execution
- Practice Areas
- Communications and Customer Experience
- Data and Technology
- Finance
- Governance, Risk and Compliance
- Operations
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Solutions & Products
Insights
About Us
Client Support
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Financial Services
Expert solutions for financial services for over five decades
Corporations
Streamline securityholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
Telecom
Attract, engage and retain customers by creating dynamic experiences
Utilities
Deliver exceptional experiences across communication channels
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- Account Charges, Compensation and Performance Reporting
- Account Statements
- Advisor Compensation
- - Advisor Content Communication Platform
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- Advisor Desktop Solutions
- - Advisor Resource Centre
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Advisor Websites
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Annual Compliance
    - For Corporate Issuer
    - For Law Firms
- Asset Servicing
- Automated Publishing for Fund Reporting
- - Bank Debt and Loan Trading
- Banking Book Collateral Management
- - Beneficial Proxy Services
    - For Law Firms
    - For Wealth Management Firms
- - Billing and Expense Management
    - For Capital Markets
    - For Wealth Management Firms
- - Capital Markets Disclosures
    - For Corporate Issuer
    - For Law Firms
- Cash Management
- Client Portal
- - Collateral Management
- Communication Cloud
- - Compliance and Regulatory Accounting Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Compliance Reporting
- - Connectivity
    - For Capital Markets
    - For Wealth Management Firms
- Consent Collection and Preference Management
- - Consumer Preference and Profile Management
- Content Design and Management
- Control Solutions
- Corporate Action Services
- - Credit and Market Risk
- Customer and Advisor Mailbox
- - Customer Communications
- Data Aggregation and Financial Reporting
- - Data Management and Archival
- - Data Management, Analytics and Reporting
- Data Management, Warehouse and Reporting
- - Derivatives Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Digital Delivery
- - Digital Document Delivery
    - For ETF Providers
    - For Institutional Investors
- - Digital Experience Management
- Digital Information Onboarding
- Digital Marketing Campaigns
- - Direct Marketing
- - Document Composition
- Document Fulfilment
- - EDGARForms
    - For Corporate Issuer
    - For Law Firms
- Enhanced Packaging
- Enhanced Proxy Design
- - Equity Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- European Fund Market Intelligence
- - Expense Management and Fee Validation
    - For Global Investment Managers
    - For Institutional Investors
- - Expense Management Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- Financial Reporting
- - Financial Statement and MRFP Delivery Solution
    - For ETF Providers
    - For Global Investment Managers
- - Fixed Income Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- - Foreign Exchange Trade Processing
    - For Capital Markets
    - For Wealth Management Firms
- Fully Paid Lending
- Fund Budgeting and Accruals
- - Global Post Trade Management
    - For Capital Markets
    - For Wealth Management Firms
- - Global Securities Class Action
    - For ETF Providers
    - For Wealth Management Firms
- Global Securities Class Action Services
- - Global SWIFT Services
- Global Tax Reclaim and State Tax Reporting
- Institutional Market Intelligence
- Intermediary Fee Management
- - Intraday Risk Monitoring
    - For Alternative Managers
    - For Global Investment Managers
- - Investment Accounting
- - Managed Reference Data Service
    - For Capital Markets
    - For Wealth Management Firms
- - Managed Services, Hosting and Integration
- Market Analytics
- - Mobile App
    - For Independent Advisor Solutions
    - For Wealth Management Firms
- - Operational Risk Management
    - For Capital Markets
    - For Wealth Management Firms
- Performance Analytics
- - Performance and Attribution
- - Performance Dashboards and Operational Reports
- Point-of-Sale Prospectus
- - Portfolio and Order Management
- Portfolio Management for CLO’s
- Portfolio Management for Private Debt
- - Portfolio Securities Voting
- - Post Trade and Regulatory Compliance
    - For Alternative Managers
    - For Global Investment Managers
- - Post Trade Processing Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- - Pricing and Valuation
- - Print Delivery
- - Print Solutions
    - For Corporate Issuer
    - For Law Firms
- Private Fund Compliance Reporting
- - Professional Services
    - For Capital Markets
    - For Wealth Management Firms
- Proxy Distribution Solutions
- - Proxy Management
    - For Capital Markets
    - For Wealth Management Firms
- - Proxy Services
- ProxyVote™
- Rapid Onboarding
- - Reconciliation
- - Reconciliation Managed Services
    - For Capital Markets
    - For Wealth Management Firms
- - Reference Data Management
- Revenue and Expense Management
- - Revenue Management and Fee Billing
- Risk and Transparency Reporting
- Robo-Advisory Platform
- RPM R•Broker
- RPM R•Desktop
- - RPM R•Digital
- - RPM R•Funds
    - For Retail Banking
    - For Wealth Management Firms
- RPM R•Term
- RPM R•Wealth
- - RPM R•Wholesale Term
    - For Retail Banking
    - For Wealth Management Firms
- Sales and Asset Reporting
- - Securities Finance
- Securities-Based Lending in the Cloud
- Securityholder Data Services and Advanced Analytics
- Share Management Solution
- Shareholder Meeting Registration
- Statements, Confirmations and Tax Reporting
- Tax Solutions
- - Virtual Shareholder Meeting
    - For Corporate Issuer
    - For Law Firms
- W.insurance
- Web Hosting and Document Conversion
- Winfund Digital Dealership
- Winfund W.investment
Consulting Services
Providing you with actionable insight and proven execution

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RPM R•Wealth

Consolidated account, transaction and investment management

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.

Registered Plan Administration

STP Order Entry

Term Deposit Administration

Mutual Fund Trading

Open Architecture

Video

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

Clients

42,000

Advisors

Want to see our global services?

Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Collateral Management

Compliance and Regulatory Accounting Managed Services

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Customer Communications

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Document Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Equity Trade Processing

Expense Management and Fee Validation

Expense Management Managed Services

Financial Statement and MRFP Delivery Solution

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Post Trade Management

Global Securities Class Action

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

Managed Reference Data Service

Managed Services, Hosting and Integration

Mobile App

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Post Trade Processing Managed Services

Pricing and Valuation

Print Delivery

Print Solutions

Professional Services

Proxy Management

Proxy Services

Reconciliation

Reconciliation Managed Services

Reference Data Management

Revenue Management and Fee Billing

RPM R•Digital

RPM R•Funds

RPM R•Wholesale Term

Securities Finance

Virtual Shareholder Meeting