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


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.                    


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.  

Riskalyze Me