B2B Bank Dealer Services leads the Canadian market in providing dealer-centric investment platforms, offering nominee accounts, value-added tools, and seamless management across registered and group investment products.
Core Platform Features
- Nominee account structure: Streamlines account management, money clearing, settlements, tax reporting, withdrawal plans and custody—backed by registered solutions like TFSA, RRSP and group plans.
- Operational value-adds: Integrated tools for account switching, group plan sponsor offerings, support for consultants and portfolio controllers, and even self-managed home loan options.
Targeted User Segments
- Dealers and financial professionals: Designed for advisors and dealer channels to support custody, compliance, and multi-account frameworks efficiently.
- Group plan sponsors and consultants: Offers scalable plan administration and tailored services for collective investors or institutional consultants.
Business Benefits
- Centralized administration: One platform to handle trade clearing, reporting, tax documentation, and group or individual account-type flexibility.
- Enhanced operational efficiency: Account switching and value-add services reduce delays and complexity, improving service delivery for dealers and sponsors alike.
You can find B2B bank forms at the link.