Data & Custody

RBC

RBC Clearing and Custody delivers secure brokerage and custodial data to Greenboard, powering automated trade oversight and personal trading compliance.

RBC Clearing and Custody is a leading provider of clearing, custody, and operational support for broker-dealers and registered investment advisors. For more than four decades, RBC has helped firms grow with dependable service, strong financial backing, and modern technology that integrates seamlessly into an advisory firm’s workflow. With a heritage rooted in the strength of Royal Bank of Canada, RBC Clearing and Custody offers robust trade execution, asset custody, cash management, and access to a broad marketplace of technology partners. More than one hundred vendor solutions are available through the RBC Marketplace, giving firms a simple way to build the tech stack that fits their business. Advisors also benefit from the firm’s award-winning RBC Nexus platform, a centralized gateway that streamlines client information, trading, reporting, and service tools.

Greenboard is listed in the RBC Marketplace, making it easy for firms to discover our platform, evaluate our capabilities, and integrate automated oversight directly into their existing RBC environment. Through this connection, Greenboard ingests secure brokerage and custodial data from RBC to power a full suite of trade monitoring capabilities. Compliance teams can supervise employee personal trading, perform firm-level testing, and run advanced analytics such as best execution, client favoritism, excessive trading value, excessive trading quantity, and combined tests like front running. The result is a unified, real-time view of trading activity that supports consistent regulatory adherence and strengthens the integrity of a firm’s compliance program.

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