Trade Management Solutions

Explore pathways for growth with our fully outsourced,
post‑execution trade management solution
Optimize Performance
Simplify manual workflows and transform operations with a fully automated, exception-based processing model
Harmonize Data
Make timely, better-informed decisions with access to a single source of truth
Expand Your Business
Diversify across new asset classes and markets with an established "follow the sun" global operating model

Services

  • Trade matching
  • Trade enrichment
  • Trade and Settlement instruction to third parties
  • Trade and settlement query resolution
  • Pre-settlement monitoring
  • Failed Trade monitoring and claims management
  • Integration into Unity FX
Uncover opportunities to drive efficiencies and growth with a unified solution

Contact us today

Case Study

Faced with unrelenting pressure and risk exposure to settle trades in multiple time zones, find out how we helped a boutique global asset manager strengthen operational controls and improve visibility across all trading activity.

View case study to learn more

Canadian defined benefit pension returns

Pension plans record largest gains of 2025 to date in Q3 amid broad equity and fixed income.

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Report: The future of wealth advice

An unprecedented transfer of personal wealth is introducing a new generation of tech-savvy, alpha-driven investors who are compelling investment counsellors to rethink how they build and sustain client relationships.

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FX risks move to the forefront

RBCIS recently hosted a webinar with CPBI to discuss the currency market’s impact on portfolios and how to implement FX solutions with a trusted partner to better manage risks.

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