rbc online commission allocation manager innovative solutions. peak performance

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RBC Online Commission Allocation Manager Innovative Solutions. Peak Performance.

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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

3If Required, Insert Client Logo Here

Key Features & Benefits

Click to edit master text styles

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

4If Required, Insert Client Logo Here

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

7If Required, Insert Client Logo Here

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

9If Required, Insert Client Logo Here

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

16If Required, Insert Client Logo Here

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.