Technology

With Royal Alliance as our broker-dealer and member of the Advisor Group, Inc. we have the technology to support you!     Our technology is among the top in the industry providing you with:

• Paperless Solutions
• Salesforce CRM System
• Forefield Marketing Library with thousands of pre-approved letters, brochures and marketing material
• Albridge- Account aggregation
• Equipt Dashboard for account opening - straight through processing along with required document delivery platform
• Robust Wealth Management Platform
• MyCMO - a multi-channel communications platform, allowing you to manage a wide variety of marketing activities