What tools does RBC provide for tracking my investment performance?
Asked 4 months ago
RBC Wealth Management offers a variety of tools and resources to help clients track and analyze their investment performance effectively. One of the main tools available is an online account management platform, which allows clients to view their portfolios in real time. This platform often includes detailed performance reports, which show how investments are performing over specific periods, including day-to-day fluctuations as well as long-term performance metrics.
Another useful feature is the ability to generate customized reports. Clients can often personalize these reports to highlight specific assets, sectors, or investment strategies. This level of detail helps investors better understand how their investments align with their financial goals.
Additionally, RBC Wealth Management typically provides market research, analysis, and insights that clients can use to gauge the performance of specific investments within the context of overall market trends. These resources may include access to expert opinions, economic forecasts, and sector analyses.
Furthermore, clients may have access to mobile applications that enable them to check investment performance on-the-go. These applications are designed to be user-friendly, allowing investors to easily navigate through their portfolios, view key performance indicators, and receive notifications about significant market changes.
To learn more about the specific tools available, clients are encouraged to visit the RBC Wealth Management website, where they can find detailed information and contact options should they have further questions.
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