Siddharth Dhawan, Vice President of Investments

JHS Capital Advisors benefits from RBC Correspondent Services’ vast amount of resources including online statements, confirms, tax and imaged account documents, as well as data files that can be imported into a variety of software programs. Through RBC Correspondent Services, JHS Financial Advisors can also access Financial Planning tools such as the SunGard PlanningStation, BETALink, FC Connect, Financial Planning Library – Forefield, ProSurv, BondDesk and Research Connect.

  • Gateway InfoWorkSSM – Portal for several premier software providers, industry news and clearing agent information center, marketing materials, technology training and more.
  • FC Connect – Allows Financial Advisors to link to certain online reports as well as view the Investor Connect® site exactly as each of your registered clients see it.
  • InvestorConnect® - Allows the end client to view and access account information from the web as well as elect paperless reporting functionality.
  • BondDesk – View extensive fixed income inventory.
  • Forefield Advisor – Access to the entire suite of Forefield Advisor services includes over 3,000 content resources, including educational material for financial consultants and sales & marketing collateral for clients.
  • Financial Planning – Powered by SunGard, integrated financial planning that allows Financial Consultants to access and manage client information, asset allocation capabilities and contact management into a single system.
  • BETALink – BETALink is a Windows®-style front-end desktop system that displays vital account information to the Financial Consultants and provides an assortment of portfolio reports.
  • ProSurv – Powerful trade review and surveillance tool.
  • Research – Optional subscription to valuable proprietary research from RBC Capital Markets, as well as research from Argus, Credit Suisse and TheStreet.com. Additional research is available from leading research providers such as Morningstar Advisor Workstation and S&P MarketScope Advisor.

In addition to all the system tools, JHS Capital Advisors also has a robust Intranet with news, memos and up-to-date policies and procedures from the Corporate Home Office.