x.eye incorporated, a provider of wealth management software, announced today that it has signed a multi-year licensing agreement with RBC Investments, a division of RBC Financial Group, for x.eye’s global wealth management platform — x.eye.wealth.manager.
.RBC Investments’ full service brokerage, and its self-directed investing channel, Action Direct, have chosen x.eye to provide technology that improves the client experience with tools that complete the sales/service cycle.
x.eye’s portfolio management system generates proposals, monitors investment history and performance, and models portfolios. RBC has licensed four of the key modules of x.eye.wealth.manager: .relationship; .portfolio; eStatements; and model.
“x.eye’s solution takes our full service and self-directed brokerage business to the next level,” said Morteza Mahjour, vice presidentand director, Information Technology for RBC Investments. “x.eye’s solution offers a comprehensive and multi-facetted functionality, which allows our brokerage businesses to more effectively serve clients with an even greater personalized approach.”
RBC Investments signs licensing deal with x.eye
New wealth management software for full-service and self-directed brokerages
- By: IE Staff
- January 24, 2002 January 24, 2002
- 11:25