RBC Wealth Management
Suite 600, Royal Bank Plaza, South Tower, 200 Bay Street,
Toronto, M5J2J5, ON,
Canada
Toronto, M5J2J5, ON,
Canada
1 800-759-4029
Banking and Financial Services
RBC Wealth Management Technographics
RBC Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RBC Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 96165 RBC Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RBC Wealth Management has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2017, Sterling Background Check for BackGround Screening in 2019, Infosys Finacle for Core Banking in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems RBC Wealth Management is running and its propensity to invest more and deepen its relationship with Oracle , Volante Systems , Wolters Kluwer or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing RBC Wealth Management revenues, which have grown to $40.41 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for RBC Wealth Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
RBC Wealth Management Tech Stack and Enterprise Applications
RBC Wealth Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, RBC Wealth Management deployed Oracle PeopleSoft ERP within its Office of the CFO to consolidate finance operations for Global Asset Management Finance. Oracle PeopleSoft ERP serves as the ERP Financial platform for the Toronto, Ontario finance team and supports GAM-US reporting responsibilities.
The deployment centers on core financial modules, including the general ledger, journal processing, accounts receivable, revenue tracking and contract revenue allocation workflows consistent with ERP Financial capabilities. Financial analysts use Oracle PeopleSoft ERP to calculate and book monthly accounting journal entries, maintain monthly balance sheet reconciliations and perform financial statement analysis.
The application is used as the point of record for accounts receivable, revenue sharing and referral agreement accounting, and to support the annual audit process where analysts work directly with auditors. Operational coverage spans Global Asset Management Finance functions in Toronto and includes compliance with GAM-US policy, US GAAP and IFRS for recording, reporting and month end close activities.
Governance emphasizes reconciliations, supporting documentation and established close controls routed through PeopleSoft workflows under the Office of the CFO, with finance and business partners collaborating to streamline process execution. The implementation narrative focuses on configuration of standard ERP Financial processes and integration into existing finance operations.
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Payment Processing | ERP |
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2021 | 2021 |
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Tax Management | ERP |
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2020 | 2020 |
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RBC Wealth Management HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sterling Talent Solutions | Legacy | Sterling Background Check | BackGround Screening | HCM | n/a | 2019 | 2019 |
In 2019, RBC Wealth Management implemented Sterling Background Check for BackGround Screening. The Sterling Background Check deployment was embedded into HR talent cycle operations to support pre-employment screening and end to end employee lifecycle management, and it supports HR and payroll business functions across the wealth management organization.
Configuration emphasized pre-screening management and employee dossier HR data management, with HR workflows used to initiate background checks, track status, and consolidate screening evidence into the employee record. Sterling Background Check operated alongside Back Check Sterling processes referenced by HR consultants, providing standardized screening steps and case-level documentation as part of onboarding and ongoing employee lifecycle tasks.
Integrations and operational coverage included coordination with Service Now, World Service & SAP so that screening results and onboarding triggers were propagated to payroll and core HR systems, and HR coordinated with Payroll to ensure pay changes were actioned in HR System. Operational ownership sat with HR and payroll functions, with implementation and ongoing configuration managed within the HR talent cycle practices noted in Mississauga, Ontario.
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Core HR | HCM |
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2022 | 2023 |
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Payroll | HCM |
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2016 | 2016 |
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Recruiting, Applicant Tracking System | HCM |
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2020 | 2020 |
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RBC Wealth Management ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infosys | Legacy | Infosys Finacle | Core Banking | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, RBC Wealth Management implemented Infosys Finacle as its Core Banking application to centralized finance and payments data flows for a US Cash Management Day 1 MVP effort. The Finacle deployment was positioned to source critical finance and payments data elements used by lines of business including RBC Capital Markets, RBC Wealth Management, AML, Fraud, and Enterprise Risk.
Infosys Finacle was configured to support finance and payment data mapping and orchestration, with specific work to identify new payment and finance related fields, reconcile duplicate field definitions, and standardize mappings. The program included mapping payment fields to ISO20022 formats, defining data catalog attributes in Collibra, authoring technical specifications and user stories in JIRA, and validating data via MS SQL queries to ensure the finance data ingested into Infosys Finacle matched downstream risk and reporting needs.
The implementation integrated Infosys Finacle data flows with payment processing and onboarding systems that were explicitly part of the initiative, namely VolPay for payments and Fenergo and MRD for client onboarding, and aligned inventory in Collibra for enterprise consumption. The solution design also referenced contingent workforce information flows sourced from Beeline into Registration Surveillance System to close data gaps, and supported downstream reconciliation of alert and issue data to Regulatory Compliance Management systems where required.
Governance and delivery used agile processes, with facilitated working groups between Finacle liaisons, payment and finance data experts, backlog grooming sessions, and technical tasking with data engineers. The rollout artifacts included a single repository of user stories and technical specifications, API process and JSON ingestion documentation, wireframes and UI mockups, QA and User Acceptance Testing coordination, PIV production testing guidance, sprint demos, release notes distribution, and sprint retrospectives to stabilize the ongoing delivery pipeline.
Operational scope centered on finance, payments, compliance, and risk functions across RBCCM and RBCWM, with Infosys Finacle serving as the Core Banking source for finance-related data used by AML, Fraud, Enterprise Risk, and contingent workforce management teams. The implementation emphasized data governance and traceable mappings rather than functional changes to downstream risk processes.
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Core Banking | ERP Services and Operations |
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2012 | 2012 |
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Legal Practice Management | ERP Services and Operations |
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2017 | 2017 |
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RBC Wealth Management Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2020 | 2020 |
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Analytics and BI | Analytics and BI |
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2018 | 2018 |
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Analytics and BI | Analytics and BI |
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2021 | 2021 |
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Analytics and BI | Analytics and BI |
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2021 | 2021 |
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Data Warehouse | Analytics and BI |
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2022 | 2022 |
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RBC Wealth Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2021 | 2021 |
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Document Management | Content Management |
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2020 | 2020 |
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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RBC Wealth Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2021 | 2021 |
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CRM | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2017 | 2017 |
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RBC Wealth Management EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2019 | 2019 |
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RBC Wealth Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Asset and Wealth Management | Investment Management |
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2016 | 2016 |
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Asset and Wealth Management | Investment Management |
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2021 | 2021 |
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Portfolio and Investment Management | Investment Management |
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2009 | 2009 |
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Portfolio and Investment Management | Investment Management |
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2015 | 2015 |
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Portfolio and Investment Management | Investment Management |
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2015 | 2015 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2018 | 2018 |
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Portfolio and Investment Performance and Planning | Investment Management |
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2021 | 2021 |
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Trading Platform | Investment Management |
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2015 | 2015 |
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Trading Platform, Portfolio and Investment Management | Investment Management |
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2017 | 2017 |
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RBC Wealth Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Treasury Management | TRM |
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2017 | 2017 |
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RBC Wealth Management PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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iPaaS (Integration Platform as a Service) | PaaS |
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2019 | 2019 |
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iPaaS (Integration Platform as a Service) | PaaS |
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2021 | 2021 |
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Robotic Process Automation | PaaS |
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2017 | 2017 |
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RBC Wealth Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2011 | 2011 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Servers, Storage and Networking | IaaS |
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2017 | 2017 |
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RBC Wealth Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at RBC Wealth Management
| First Name | Last Name | Title | Function | Department | Phone | |
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Vice President, Senior Manager, Reporting and Visualization | VP | Operations | |
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Manager of Analytics | Manager | Finance | |
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Manager, Wealth Management Finance | Manager | Investment | |
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Head of Strategy and Technology | Director | IT | |
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Finance Director | Director | Finance | |
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Chief Compliance Officer | CXO | Finance | |
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Travel Manager | Manager | Operations | |
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Senior Manager - Strategic Sourcing | Manager | Procurement | |
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AVP -Finance Manager | VP | Finance | |
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Finance Director | Director | Finance | |
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Director IT Planning | Director | IT | |
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Chief of Staff | CXO | Finance | |
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HR Business Partner | Manager | HR | |
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Sr. Director - RBC Wealth Management Technology | Director | IT | |
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Fund Accountant | Manager | Investment | |
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Vice-President & Portfolio Manager, Portfolio Advisory Group | VP | Investment | |
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Director, Development & Technology Strategy | Director | IT | |
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Salesforce Administrator | Manager | Marketing | |
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Systems Administrator/Application Analyst - Salesforce | Manager | Marketing | |
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Apps Being Evaluated by RBC Wealth Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from RBC Wealth Management IT executives and key decision makers. This section highlights RBC Wealth Management's latest recorded technology evaluations, including RevenueCat for Subscription and Recurring Billing on 2026-03-20, BlackRock Aladdin for Portfolio and Investment Management on 2025-03-25, and SoundHound Houndify AI Platform for Cognitive Computing on 2024-11-13. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the RBC Wealth Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-03-20 | RBC Wealth Management | Evaluated | RevenueCat | RevenueCat | Subscription and Recurring Billing | ERP |
| 2025-03-25 | RBC Wealth Management | Evaluated | BlackRock | BlackRock Aladdin | Portfolio and Investment Management | Investment Management |
| 2024-11-13 | RBC Wealth Management | Evaluated | SoundHound Inc. | SoundHound Houndify AI Platform | Cognitive Computing | AI-Powered Application |
| 2024-08-29 | RBC Wealth Management | Evaluated |
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Trading Platform | Investment Management |
| 2024-07-16 | RBC Wealth Management | Evaluated |
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IT Service Management | ITSM |
| 2024-07-01 | RBC Wealth Management | Evaluated |
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Financial Consolidation and Close | EPM |
FAQ - APPS RUN THE WORLD RBC Wealth Management Technographics
RBC Wealth Management is a Banking and Financial Services organization based in Canada,
with around 96165 employees and annual revenues of $40.41 billion.
RBC Wealth Management operates a diverse technology stack with applications such as
Oracle PeopleSoft ERP, Sterling Background Check and Infosys Finacle,
covering areas like ERP Financial, BackGround Screening and Core Banking.
RBC Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Sterling Talent Solutions and Infosys.
RBC Wealth Management recently adopted applications including
Workday HCM in 2022, Informatica Intelligent Data Management Cloud in 2022 and Volante VolPay in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of RBC Wealth Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates RBC Wealth Management’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete RBC Wealth Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.