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RPM R•Funds

Mutual fund product management and dealer services

Mutual fund record keepers need to deliver a higher level of service while containing costs. We help wealth management firms streamline product management and dealer services while enhancing channel capabilities with RPM R•Funds, a modern, flexible transfer agent solution.

An enterprise wealth solution

R•Funds is a powerful solution that supports multiple fund families and diverse distribution channels on a single platform. It lets you efficiently create new mutual fund instruments and make any product and service available to any channel.

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Alternate Network
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Auto Backdating & Adjustments
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Real-Time Tax Records
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Parameter-Based Configurability
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Concurrent Batch Processing
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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
64
Clients
42,000
Advisors
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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