On the Investor Connectsm website, clients receive online access to their account information
24 hours a day, 7 days a week. Using Investor Connect, clients can get account summaries, view current
trades, check on open orders and more.
And when clients can get this information themselves, it enhances the relationship between the client and your firm.
RBC Dain CS offers many options for you to customize Investor Connect for your firm. Your logo, contact
information and a variety of color schemes and photo themes are just a few of the incredible choices you have.
Want to check it out? Start the Demo. |