© 2017 Moloney Securities

Investment Advisory Services offered through Moloney Securities Asset Management, LLC a Registered Investment Advisor

Registered Broker-Dealer

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TECHNOLOGY

TOOLS

The Best Possible Technology

To ensure that you have access to the best possible technology, our clearing partner, RBC Correspondent Services, provides a portal to most of your available technology options.  Everything can be subscribed to “a la carte” on a month to month basis.  We work with RBC and their partners to provide the best possible pricing – and therefore we do not mark anything up.  Your technology subscriptions are not a profit center for Moloney Securities.

 

  • Complimentary through RBC: InfoWorks, Tradeweb Direct, PostEdge, Forefield Advisor, Portfolio View (Morning Star), Billing Web, RBC Workflow & Investor Connect.

 

  • Thomson One:  $185 per month which includes real time quotes, charts, options montage, news and ALL exchange fees.  There are multiple other add-ons available for an additional expense (eg. Level II quotes and commodities).

 

  • BetaLink ($65 per month) or RBC Wealthstation ($25 per month) as a trading platform and access portal to client account information, performance reports, news, etc...

 

  • RBC Insight Research: $40 per month which includes Argus, Credit Suisse and RBC Capital Markets.  Each of these individually can be subscribed to for $15 per month and there are additional options available (TheStreet.com, Dorsey Wright, Morningstar Research, etc).

 

  • Broadridge Advisor Solutions (formerly Forefield Advisor):

    • Newsletters: $375.00 (Retail $469.00)

    • Seminars: $375.00 (Retail $469.00)

    • Websites: $399.00 (Retail $419.00)

    • Composer: $109.00 (Retail: $149.00)

    • Pick Any Two: $599.00 (Retail $729.00)

    • All Services Bundled: $799.00 (Retail $979.00)​

 

  • RBC Black: $175 per month which includes MoneyguidePro, Riskalyze, Redtail, Circle Black and  Vestmark.  RBC Black is an integrated financial advisory technology platform.

  • RBC will continue to cover the cost of Advisor and Continuing Education tabs.