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Technology

In changing conditions, the right technology can enhance a successful practice. At Royal Alliance, we develop relevant solutions that adapt to everyday business needs. Our proprietary technology solutions keep you competitive and reduce administrative burden. More than 100 information-technology professionals manage our integrated technology platform.

Below is a brief overview, as well as an online demonstration, of the technology platforms we offer.

Online Demonstration
Click here to launch an online demonstration of our technology platforms, including NetExchangePro, VISION2020 Core and VISION2020 Advisor, OneView, and Transaction Review.

NetExchangePro
NetExchangePro is a cutting edge advisor workstation that provides access to a comprehensive suite of technology tools and information. Through NetExchange Pro, you will have access to a powerful trading engine, first-class brokerage account navigation, intra-day account details, and a full range of quote/market-research services.

VISION2020 Core
VISION2020 Core, our superior Web-based platform, provides financial professionals with single sign-on access to client accounts 24 hours a day, seven days a week. This integrated application, includes multiple software tools for fee- and commission-based businesses. VISION2020 consists of an array of client management, business management and compliance features in one convenient application.

VISION2020 Advisor
VISION2020 Advisor provides the most inclusive wealth management platform currently available to assist advisors with fee-based business. The innovative features enable you to reduce the time you spend on administrative tasks—thereby allowing you to focus on gathering and managing assets. Many of VISION2020 Advisor’s state-of-the-art features will attractively position you to prospects and current clients. Several key features include commission-free transactions on stocks, bonds and mutual funds, monthly consolidated account statements, performance monitoring, portfolio rebalancing, asset allocations and realized gain/loss reports for tax purposes.

OneView
OneView, available exclusively through VISION2020, offers an instant, convenient and cost effective way to access all of your clients’ accounts. OneView automatically reconciles your clients’ account information, making it accessible for portfolio and consolidated reporting. With OneView you have immediate access to a consolidated view of your entire book of business, the ability to manage your own households and portfolios, and provide premium client reporting in a timely manner.

Transaction Review
Transaction Review, a module within VISION2020, is designed to assist financial professionals and First Line Supervisors with the review and approval process of client transactions. Transaction Review routinely interfaces with several other VISION2020 modules to produce a comprehensive blotter, complete with brokerage and non-brokerage transactions. Transaction Review’s benefits include: electronic download of transactions to streamline the review process; elimination for the First Line Supervisor to review paper order tickets; allows for electronic retention of tickets, confirmations, statements and logs; auto-population of all compliance transaction reports and electronic suitability approval.

Transaction Review Supervision
Transaction Review Supervision is intended for the supervision of all brokerage and non-brokerage trades processed through Transaction Review. The Transaction Review Supervision module uses a sophisticated “rules engine” to filter each mutual fund, variable annuity and equity transaction through a series of compliance rules and it will code each transaction with a flag. These flags will assist the First Line Supervisor in determining which transactions are suitable for the client. In addition, this module will allow for communications concerning a transaction or a rule “break” to be viewed by the First Line Supervisor, Financial Professional, Regional Management and Compliance.