As you and your Financial Consultant go about the business of managing your clients' accounts, you need the right tools. And that's just what you get with the array of fee-based services from RBC Dain CS. Choose any — or all — of the following three options to help meet your individual needs:

Block trading — If you or your FCs manage investment portfolios, you'll discover that our securities trading capabilities will prove indispensable. Using APL Plus, you can:

• View real-time account holdings, transaction and performance data


• View the status of orders from the trading blotter


• Quickly trade a security across all accounts using the "What If" feature


• Conform your accounts to your model using our account rebalancers


• Interactively work with accounts to build orders with the account adjusters

Client billing — Our client billing software makes it simple for you to debit your investment management fees directly from clients' accounts. And you can easily tailor your fee schedule to provide maximum flexibility.

Performance reporting — We generate quarterly performance reports that contain a wide range of portfolio information — historical performance, gain-loss information, overall economic outlook, portfolio review, objective comparison and asset allocation. You and your FCs will find these reports a key consulting tool in helping clients understand how their portfolio is performing and if they are on track to meeting their goals.

RBC Dain Correspondent Services' managed account services are a big step in the right direction for your firm's assets under management.