RBM

About Us

Empowering Financial Professionals for Success Through Innovation

At RBM, we are dedicated to transforming the landscape of financial services by empowering independent financial advisors with cutting-edge technology and comprehensive support. Operating on a B2B model, we partner with financial advisors, agents, and other financial professionals to enhance their business operations and client service.

Who We Are

RBM was founded with a clear objective: to support and elevate financial advisors through innovative solutions. Our business model is designed to facilitate seamless operations and provide comprehensive support, allowing our partners to serve their clients with excellence and integrity.

Our Vision

Our vision is to create an ecosystem where independent financial advisors can thrive without the burden of administrative complexities. By offering unparalleled back-office support and advanced technology, we enable our partners to focus on delivering exceptional value to their clients and growing their businesses.

Our Mission

Our mission is to empower our channel partners to excel across all areas of financial services. We are dedicated to transforming the way our partners advise, operate, and engage with their clients. By providing robust back-office support and advanced technology, we help them enhance efficiency, improve client interactions, and achieve their business goals.

Our Unique Approach

RBM is a pioneer of the Resolute Back Office Model—a distinctive approach that operates without a sales team. This model guarantees that all client interactions are handled with transparency and trust, without the pressure of cross-selling any financial products. Our focus is on creating a future-ready ecosystem for financial service distribution and advisory.

What We Offer

• Back Office Solutions:

We provide a dedicated back-office team to handle administrative tasks ,complexities of day-to-day operations, enabling our partners to concentrate on client relationships and business growth

• Technology Solutions:

Our cutting-edge technology tools are designed to improve operational efficiency and streamline processes for financial professionals.

• Integrity Assurance:

We adhere to a unique model that ensures no cross-selling of financial products. This commitment maintains the trust and integrity between advisors and RBM.