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RPM R•Broker

A fully integrated, real-time dealer platform

Clients, advisors, back office operations and executive management at MFDA and IIROC firms must operate with compliance top of mind. We help drive complete, accurate and timely processing across currencies, dealers, regulations, jurisdictions and languages with the consolidated, real-time RPM R•Broker platform.

A True Enterprise Solution

Administer MFDA and/or IIROC business lines on a single platform leveraging a single set of regulatory processes across the enterprise. RPM R•Broker is an integrated brokerage solution with enhanced advisor and client-servicing capabilities.

Consolidated plan account admin

Supported Regulatory Reporting

Straight Through Processing

Enabled for OSFI, MFDA & IIROC

Life cycle relationship servicing

Pan enterprise implementation

Modern Digital Architecture

RPM's suite of digital components allows our clients to offer any product an/or investment service in real-time to any channel or device, without costly, redundant development. Our key differentiator - a proven platform with extensibility across products, services and lines of business.

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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

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

Segment

Solution

The right insights, right now

How can we help?

Talk to us

Thank You

RPM R•Broker

A fully integrated, real-time dealer platform

A True Enterprise Solution

Administer MFDA and/or IIROC business lines on a single platform leveraging a single set of regulatory processes across the enterprise. RPM R•Broker is an integrated brokerage solution with enhanced advisor and client-servicing capabilities.

Modern Digital Architecture

RPM's suite of digital components allows our clients to offer any product an/or investment service in real-time to any channel or device, without costly, redundant development. Our key differentiator - a proven platform with extensibility across products, services and lines of business.

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.

Driving Financial Services in Canada

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