With a flexible modular approach to delivering meaningful insight, our middle office solutions are designed around your strategic, financial, tactical and administrative needs and can help:
Adapt
to the evolving technological environment
Transform
operational and financial performance
Mitigate
financial, operational and reputational risk
Our Middle Office Modules
Supporting a wide range of investment strategies, our middle office solutions1 are custodian agnostic and leverage comprehensive data visualization tools to provide you with the oversight and control you need.
Collateral Management
Leveraging industry-leading technology provided by CloudMargin via IHS Markit, our Collateral Management module combines RBC I&TS' asset servicing expertise with award-winning2 innovative software to create a powerful solution for our asset manager clients.
Trade Management
Offering an end-to-end post trade execution service to support you through every stage of the investment lifecycle.
Corporate Actions Management
Simplifying multiple custodian relationships and driving efficiencies, our Corporate Actions Management module enables making elections seamless across all of your portfolios.
Investment Book of Record (IBOR)
IBOR delivers near-real-time investment insight of your positions and investible cash which can improve your investment decision making process.
Delivered Through Data Visualisation
As your middle office data partner, we can deliver the meaningful insight you need in the format you choose. Through customizable dashboards and detailed views of accounts, we'll provide on demand access to management information including data exceptions/outliers, trends across significant data sets, drill-downs and data exploration capabilities.
RBC One Data Visualisation Tools
The Middle Office oversight tool allows users to customise reporting options to deliver the data that is important, providing an exception based view of controls and a clear audit trail to support regulatory oversight obligations.
Our Credentials
#1
Custodian – Overall(3)
Asset servicer - Overall(4)
Network management team(5)
120+ years
As an asset servicing provider
AA-
Standard & Poor's
High credit ratings(6)
Aa1
Moody's
High credit ratings(6)
Our Insights
- Products and services may not be available in all jurisdictions.
- List of awards available at https://cloudmargin.com/category/press-release/
- Highest Global Average (Unweighted), Global Investor ISF Global Custody Survey, 2022
- R&M Investor Services Survey, 2022
- Asset Servicing Times, 2021
- Standard & Poor's (AA-) and Moody's (Aa1) legacy senior long-term debt ratings of Royal Bank of Canada as of August 23, 2022