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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 PlatformAdvisor Content Communication Platform

Advisor Resource CentreAdvisor Resource Centre

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Credit and Market RiskCredit and Market Risk

Customer CommunicationsCustomer Communications

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Document DeliveryDigital Document Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial Statement and MRFP Delivery SolutionFinancial Statement and MRFP Delivery Solution

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Post Trade ManagementGlobal Post Trade Management

Global Securities Class ActionGlobal Securities Class Action

Global SWIFT ServicesGlobal SWIFT Services

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print DeliveryPrint Delivery

Print SolutionsPrint Solutions

Professional ServicesProfessional Services

Proxy ManagementProxy Management

Proxy ServicesProxy Services

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Revenue Management and Fee BillingRevenue Management and Fee Billing

RPM R•DigitalRPM R•Digital

RPM R•FundsRPM R•Funds

RPM R•Wholesale TermRPM R•Wholesale Term

Securities FinanceSecurities Finance

Virtual Shareholder MeetingVirtual Shareholder Meeting

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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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