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RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.
17

RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

Jan 16, 2016

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Clyde Hines
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Page 1: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

RBC Online Commission Allocation Manager

Innovative Solutions. Peak Performance.

Page 2: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

2If Required, Insert Client Logo Here

Welcome to CAM Connect

Introducing

RBC Capital Markets’

commission sharing

and soft dollar platform.

Page 3: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Key Features & Benefits

Click to edit master text styles

Page 4: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Key Features & Benefits

RBC’s Commission Allocation Manager (CAM Connect) provides an intuitive online interface for:

Commission Management Vendor Disbursements

Account Activity

Consolidate trading relation-ships, manage invoices, and reconcile activity statements through RBC’s central broker-neutral web portal.

Page 5: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Allocation Management

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Page 6: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Allocation Management

A single touch-point for all commission management needsConveniently allocate funds for

commission allocation & recapture

Customize allocation – set the dollar amount, service type and date range

Allocate to specific brokers based on service type

Page 7: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Allocation Management

A single touch-point for all commission management needsConveniently allocate funds for

commission allocation & recapture

Customize allocation – set the dollar amount, service type and date range

Allocate to specific brokers based on service type

View status of pending and recently completed allocations

Page 8: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

8If Required, Insert Client Logo Here

Invoice Management

Click to edit master text styles

Page 9: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Invoice Management

Automated invoice approval and payment

Invoices are uploaded to the site in PDF format

Page 10: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Invoice Management

Automated invoice approval and payment

Invoices are uploaded to the site in PDF format

Intuitive color-coding system indicates payment status at a glance

Expandable invoice entries allow users to quickly and easily view details & add comments

Page 11: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Trade Activity Monitoring

Page 12: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Trade Activity Monitoring

Knowledgeable support staff is available for initial setup and on-the-fly account adjustments.

Compliance and Legal personnel monitor the observance of all applicable regulations.

Page 13: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Trade Activity Monitoring

Customize trade activity reports for record keeping and reconciliation

Single-click to print a report or export a PDF

Knowledgeable support staff is available for initial setup and on-the-fly account adjustments.

Compliance and Legal personnel monitor the observance of all applicable regulations.

Page 14: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Statement Creation

Page 15: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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Statement Creation

Detailed commission and disbursement information is only a click away with the customized statements featureCommission activity and soft-

dollar commission volume segregated by asset class

Single-click to print a statement or export a PDF

Page 16: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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CAM Connect

Conveniently arrange commission agreements and soft dollar payments

Automated invoice approval, invoice payments, and status notification

View account metrics –• Account Balances• Annual Expectations• MTD & YTD Disbursement & Commission Totals

Secure, password-protected website

Backed by the experience & expertise of RBC Capital Markets

Page 17: RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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WELCOME TO

The future of online commission management is now.