|Delayed - 01/20 04:21:36 pm|
Safely and conveniently connecting over 2 million Canadians to a stronger financial future: RBC's MyAdvisor provides real-time access to personalized plans and live advisors
|11/19/2020 | 06:01am|
- Providing the best of both worlds since 2017 – digitized advice supported by live advisor expertise by video, phone or in-person
- MyAdvisor connects clients from their homes and workspaces to financial advisors in their community, to help them achieve their financial goals
Amidst the uncertainty of the pandemic, however, it's more important than ever for Canadians to have a plan to enable their financial goals and the ability to access it remotely along with the financial advice they need to support it. Now, over two million Canadians are more closely connected to their finances and advice through MyAdvisor, a digitized advice platform that helps clients create a personalized plan online and see their future possibilities in one place.
Only available at RBC, MyAdvisor provides a complete view of a client's financial accounts – even those held at other banks – on interactive screens. Clients can view all their savings, investments and financial goals and make real-time adjustments by themselves or in collaboration with a financial advisor in their local community through live video, phone or in-branch.
"We're ensuring Canadians always know where they stand when it comes to their finances, to give them some certainty and confidence in an ever-changing world," says
Launched in 2017, MyAdvisor continues to expand its capabilities, based on client and advisor feedback. This year, the platform added a new cash management feature called CashWise, which provides clients with a stronger line of sight into their cash flow. This capability is particularly critical at a time when many are dealing with potential reduction or loss of income as the pandemic continues.
"With all the changes in everyone's lives right now, we realize many Canadians have questions. They're unclear where they stand financially – is their retirement still on track, what can they do to rebuild their 'just in case' fund?" adds Walker. "We're bringing them the assurance they're seeking, through the up-to-the-minute picture of their financial health that MyAdvisor provides, supported by one-to-one conversations with our advisors."
More information about how MyAdvisor is connecting Canadians to their finances and RBC's advice is available here.
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