RBC Online Commission Allocation
Manager
Innovative Solutions. Peak Performance.
Welcome to CAM Connect
Introducing
RBC Capital Markets’
commission sharing
and soft dollar platform.
If Required, Insert Client Logo Here
2
Key Features & Benefits
 Click to edit master text styles
If Required, Insert Client Logo Here
3
Key Features & Benefits
RBC’s Commission
Allocation Manager
(CAM Connect)
provides an intuitive
online interface for:
 Commission
Management
 Vendor Disbursements
 Account Activity
If Required, Insert Client Logo Here
Consolidate trading
relation-ships, manage
invoices, and
reconcile activity
statements through
RBC’s central brokerneutral web portal.4
Allocation Management
 Click to edit master text styles
If Required, Insert Client Logo Here
5
Allocation Management
A single touch-point for
all commission management
needs
 Conveniently allocate
funds for commission
allocation & recapture
 Customize allocation – set
the dollar amount, service
type and date range
 Allocate to specific
brokers based on service
type
If Required, Insert Client Logo Here
6
Allocation Management
A single touch-point for
all commission management
needs
 Conveniently allocate
funds for commission
allocation & recapture
 Customize allocation – set
the dollar amount, service
type and date range
 Allocate to specific
brokers based on service
type
 View status of pending and
recently completed
allocations
If Required, Insert Client Logo Here
7
Invoice Management
 Click to edit master text styles
If Required, Insert Client Logo Here
8
Invoice Management
Automated invoice approval
and payment
 Invoices are uploaded to
the site in PDF format
If Required, Insert Client Logo Here
9
Invoice Management
Automated invoice approval
and payment
 Invoices are uploaded to
the site in PDF format
If Required, Insert Client Logo Here
 Intuitive colorcoding system
indicates
payment status
at a glance
 Expandable
invoice entries
allow users to
quickly and
easily view
details & add
comments
10
Trade Activity Monitoring
If Required, Insert Client Logo Here
11
Trade Activity Monitoring
Knowledgeable
support staff is
available for
initial setup and
on-the-fly
account
adjustments.
Compliance and
Legal personnel
monitor the
observance of all
applicable
regulations.
If Required, Insert Client Logo Here
12
Trade Activity Monitoring
 Customize trade activity reports for
record keeping and reconciliation
 Single-click
to print a report or
If Required, Insert Client Logo Here
export a PDF
Knowledgeable
support staff is
available for
initial setup and
on-the-fly
account
adjustments.
Compliance and
Legal personnel
monitor the
observance of all
applicable
regulations.
13
Statement Creation
If Required, Insert Client Logo Here
14
Statement Creation
Detailed commission and
disbursement information is
only a click away with the
customized statements
feature
 Commission activity and
soft-dollar commission
volume segregated by asset
class
 Single-click to print a
statement or export a PDF
If Required, Insert Client Logo Here
15
CAM Connect
 Conveniently arrange commission agreements and soft
dollar payments
 Automated invoice approval, invoice payments, and
status notification
 View account metrics –
• Account Balances
• Annual Expectations
• MTD & YTD Disbursement & Commission Totals
 Secure, password-protected website
 Backed by the experience & expertise of RBC Capital
Markets
If Required, Insert Client Logo Here
16
WELCOME TO
The future of online commission
management is now.
If Required, Insert Client Logo Here
17