gateway infoworkssm - experiencerbc-cs.com · a site navigation area - gets you to an array of...

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A Site Navigation Area - Gets you to an array of daily sales ideas, proposal tools, training information and reference materials B News Express - Provides up-to-the- minute communications from RBC Correspondent Services relating to daily management of your business C Spotlight - See the latest products and services being offered at RBC Correspondent Services D Conference Calls & Market Commentary - Provides links to RBC Wealth Management’s market commentaries E Expand Modules - Customize the layout of the home page by expanding the modules that are of interest to you F Industry Information - Stay up to date on industry related information G Directory & My Phone List - A customizable online phone directory listing RBC Correspondent Services personnel H My Workstation Tools - Offers a customizable launch pad to all RBC Correspondent Services applications I My Quick Links - Takes you to your most-used links — in just one click J Connect with Marketing - Find marketing materials and campaigns to help build business GATEWAY INFOWORKS sm - Opening Doors For Your Business Our correspondent Intranet — and the portal to key Financial Advisor tools A B C D E F Gateway InfoWorkS is a comprehensive platform featuring marketing, workstation and operational tools. Financial Advisors use Gateway InfoWorkS for: n Business Building Tools • Customizable client brochures • Marketing fact sheets • Client prospecting letters • Client approved print ads n My Workstation Tools - Application Launch Pad • BETALink • FA WebLink • PostEdge for access to online account documents, confirms, statements and 1099s • BondDesk • Research Connect • Xtiva • And many more n Timely Information • Market Commentaries • Daily rates for money market funds and margin • Product information – Features and benefits – Instructions on integrating products into your business model • Mutual fund news and recommended lists • Current and historical RBC Correspondent Services news • Training classes 0503-CS (07/11) © 2011 RBC Correspondent Services, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. All rights reserved. G H I J

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A Site Navigation Area - Gets you to an array of daily sales ideas, proposal tools, training information and reference materials

B News Express - Provides up-to-the-minute communications from RBC Correspondent Services relating to daily management of your business

C Spotlight - See the latest products and services being offered at RBC Correspondent Services

D Conference Calls & Market Commentary - Provides links to RBC Wealth Management’s market commentaries

E Expand Modules - Customize the layout of the home page by expanding the modules that are of interest to you

F Industry Information - Stay up to date on industry related information

G Directory & My Phone List - A customizable online phone directory listing RBC Correspondent Services personnel

H My Workstation Tools - Offers a customizable launch pad to all RBC Correspondent Services applications

I My Quick Links - Takes you to your most-used links — in just one click

J Connect with Marketing - Find marketing materials and campaigns to help build business

GATEWAY INFOWORKSsm - Opening Doors For Your BusinessOur correspondent Intranet — and the portal to key Financial Advisor tools

A B

C

D EF

Gateway InfoWorkS is a comprehensive platform featuring marketing, workstation and operational tools.

Financial Advisors use Gateway InfoWorkS for:

n Business Building Tools •Customizableclientbrochures •Marketingfactsheets •Clientprospectingletters •Clientapprovedprintads

n My Workstation Tools - Application Launch Pad •BETALink •FAWebLink •PostEdgeforaccesstoonlineaccountdocuments,confirms,

statements and 1099s •BondDesk •ResearchConnect •Xtiva •Andmany more

n Timely Information •MarketCommentaries •Dailyratesformoneymarketfundsandmargin •Productinformation – Features and benefits – Instructions on integrating products into your business model •Mutualfundnewsandrecommendedlists •CurrentandhistoricalRBCCorrespondentServicesnews •Trainingclasses

0503-CS (07/11)© 2011 RBC Correspondent Services, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. All rights reserved.

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H

I

J