Product news
We’re committed to delivering innovative features that create value for employers, members, and advisors. Our digital technology platform automates plan administration to ensure accurate payroll, transfers and recordkeeping – while giving members a sophisticated, user-friendly experience to maximize their savings and minimize their taxes.
Build My Own Portfolio
Enables members to personalize their investment portfolio.
A user-friendly way to allocate assets across seven funds from RBC Global Asset Management (RBC GAM). These funds offer a low-cost, diversified, actively managed strategy.
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Client Insights
Get a summary of your group retirement business and detailed metrics on sponsors and members
Client Insights gives you the data you need to have meaningful conversations with clients.
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Mobile App
Members can now track their retirement progress on an Android or iOS device
The app lets members see their balance and investment earnings, RRSP & TFSA contributions, add funds or transfer in.
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QuickBooks Integration
Automate all plan administration tasks
The only group RRSP that integrates with QuickBooks Online Payroll in Canada!
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Employer Dashboard
A digital way to manage users, contributions and payroll
We streamline the setup and administrative tasks associated with maintaining a group retirement savings plan.
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DPSP
Help your clients save on taxes while boosting employee retention
Our plans now seamlessly integrate RRSP, TFSA, RRIF and DPSP accounts into a single plan.
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Plan Setup
Common Wealth offers a paperless, fully digital experience for employers to easily set up their plan, onboard employees, view contributions, and connect their payroll.
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Latest features
- Build My Own Portfolio
- Client Insights
- Mobile app
- QuickBooks integration
- DPSP
- Employer Dashboard
- SOC 2 compliant
- Payroll integration
Announcements
Build My Own Portfolio opens new revenue opportunities
We're now making it even easier to move clients to our platform with an expanded fund lineup from from RBC Global Asset Management and a ...
An inside look at client data and plan metrics
Research shows that retirement benefits offer a powerful way to help businesses avoid employee turnover costs.
Get in touch
Contact us with questions, for client support or feedback, we’re happy to help.
