Technology solutions for our investors

Circle Black

We believe you deserve a clear picture of your financial situation when you want it. We have partnered with RBC and Circle Black to offer you RBC Black, a robust "app" that allows you to view all of your accounts in one place. We would be happy to demonstrate the capabilities and simplicity of Black

MoneyGuide-Pro

Included with RBC Black and named the top choice of financial planning software for eight straight  years is MoneyGuide-Pro. MoneyGuide-Pro makes financial planning engaging for you the client which in turn raises the probability of success.                    

Riskalyze

Included with RBC Black and working with MoneyGuide-Pro and Circle Black is Riskalyze.  Setting portfolio return expectations using risk (rather than average return) leads to better-informed and happier investors.