RBC Wealth Management selects InvestCloud Advicent NaviPlan for Portfolio and Investment Performance and Planning
In 2018, RBC Wealth Management, a Canada based Banking and Financial Services organization with 96165 employees and revenues of $40.4B selected InvestCloud Advicent NaviPlan for Portfolio and Investment Performance and Planning while displacing Legacy, and integrating with the existing systems being used.
| Customer | Vendor | Old Product | New Product | Category | Market | Users | VAR/SI | When | Live | RBC Wealth Management | InvestCloud | Legacy | InvestCloud Advicent NaviPlan | Portfolio and Investment Performance and Planning | Investment Management | n/a | n/a | 2018 | 2018 |
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