This seamlessly integrated back office system provides advisors and staff with a powerful tool to streamline production and save time.
With M.Desk you can easily create investment portfolios, produce client proposals and complete efficient workflows for a comprehensive and active management solution.
Our system includes integrations with industry leaders including Redtail, Riskalyze™, Morningstar®, and TD Ameritrade.
Stay updated with email notifications throughout the entire process, keeping you and your staff in constant communication.
Intelligent forms provide a dynamic solution for the paperwork process. Reduce turnaround time with integrated forms that present only what you need.
Maintain compliance integrity with fully integrated
firm-based compliance paperwork.
Easily adjust staff and advisor security levels, and change workflow completion requirements.
Powerful workflows move your proposals through a simple and fluid process, giving you and your staff the ability to easily manage multiple proposals at once.
Create professional and comprehensive proposal documents with the ability to pull from a firm-based marketing library or upload custom documents.
The M.Desk model manager pulls in Morningstar® data to create firm-built, blended, or completely customized model options.
