Our Technology Partners
In partnering with RBC Correspondent Services, one of the largest banks in the world by market capitalization, we are able to extend the services of a leading financial services company with global scale. RBC provides us with world class resources that you can extend to your clients. This includes access to RBC BLACK, which encompasses CircleBlack for account aggregation and client engagement, Redtail for CRM and Vestmark for trading and rebalancing.
The Benchmark Hybrid RIA model can provide flexibility for advisors who seek to grow their practice and maintain control over investment strategies. The Hybrid RIA model can provide you with access to a wide range of products, seamless integration to a new practice and flexibility to operate your practice with commission based and fee-based services. As a Hybrid RIA, you have the ability to maintain your independence while leveraging our resources to help your practice.