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Viewfinder
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Viewfinder
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DFS-Online
SARA
Query Tracking System (QTS)
Bancoval Online Services
Online Tools
Quality service delivery via the Web
Our online tools are designed to meet client needs and adhere to the highest security standards. We offer convenient access to the information you need, through the following products:
Viewfinder®
,
DFS-Online
,
SARA
,
Query Tracking System (QTS)
,
Bancoval online services
.
Viewfinder
®
RBC Dexia Investor Services delivers a wide selection of investment administration products and tools through its Viewfinder web channel. These flexible products and services are designed to service a wide range of client needs. Our knowledgeable team works with you to select the right combination of tools and services from this sophisticated and robust product. And we are continually developing and enhancing our product suite to meet your growing needs.
Available with these products & services
Global custody
Reconciliation services
Canadian subcustody
Investment counsellor services
More >
DFS-Online
DFS-Online, our proprietary reporting tool, provides clients with a broad range of client reports and the ability to input trade instructions, via STP, to RBC Dexia Investor Services. Available 24 hours a day, 7 days a week, DFS-Online operates in a robust and secure operating environment and utilises state-of-the-art technology that guarantees rapid response rates.
Available with these products & services
Global custody
Fund administration
Shareholder services
Risk & investment analytics
Securities lending & borrowing
Treasury services
More >
SARA
RBC Dexia Investor Services’ proprietary Shareholder Accounting & Registration Application (SARA) offers efficient and effective management of shareholders' registers. Designed to meet both retail and institutional investment needs, SARA is continuously updated and modified to keep pace with the ever-changing funds environment. Accessible through a client server or via an Internet interface, this application operates in real time and is available in English, as well as in five other languages.
Available with these products & services
Shareholder services
Distribution support
More >
Query Tracking System (QTS)
RBC Dexia Investor Services offers clients our proprietary Query Tracking System (QTS), an interactive query submission system that provides you with a quick, easy and secure method of asking us questions and getting answers when you need them. It also provides tracking and reporting capabilities. RBC Dexia is the first investor services provider in Canada to offer this kind of capability.
More >
Bancoval Online Services
This service allows Bancoval clients to conveniently access their accounts and execute transactions online.
More >
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