The City National Rochdale website offers a direct log-in to your investment portfolio providing a full account overview, holdings, transactions, and performance reporting. The CNR website is also mobile friendly and can be easily downloaded to your mobile device.
Omnisource ("OMNI") is our broker/dealer's proprietary account aggregation system that consolidates balance and performance reporting for all of your accounts with us into one online view.
eMoney is our robust financial planning tool, only accessible through participating advisory practices. The Client Portal provides a consolidated view of all of your accounts including investments, banking, retirement plans and more. The platform also offers tools to organize your financial life including budgeting, spending, goal tracking and has a secure virtual vault to store important financial documents. It is also available in a Mobile App.
WealthScape Investor® is the technology platform providing access to your BlackRock portfolio via the custodian, Fidelity Investments. It provides access to account balances, holdings, transactions and access to statements and tax documents
As members of the Retirement Plan Advisory Group ("RPAG"), we can offer our clients access to The Fiduciary Briefcase, a resource for retirement plan sponsors that includes documents to help reduce fiduciary liability when managing a retirement plan and a vault for company plan documents.
RPAG is a national alliance of over 900 plan advisors.