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RPM R•Desktop

A Real-Time, Browser-Based Advisor Interface

Contact us

Drive value and improve advisor productivity while focusing on growth. We provide streamlined, real-time access to servicing and sales tools through a feature-rich, browser-based advisor desktop. RPM R•Desktop automates key processes to reduce manual effort and delivers rich insights to drive marketing and sales — all from a single interface.

An industry solution for productivity and growth

RPM R•Desktop enables advisors to manage customers, accounts, assets, transactions and CRM data in real time. It provides a single source for account open, order entry, account services and sales tools.

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Browser-Based Access
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IIROC/MFDA Compliance
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Real-Time Management
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Automated, Pre-Processing Validation
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Book-of-Business Tools
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Performance Data
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Transform the Way You Service Customers

Stay ahead of regulatory change, product innovation and customer demands by transforming your wealth management lines of business. See why leading Canadian financial institutions choose RPM technology platforms to support over 15 million customer accounts.

How We Can Help

Driving Financial Services in Canada

600B+
Assets Under Management
64
Clients
42,000
Advisors

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Recent Insights from the Wealth Industry
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Recent Insights from the Wealth Industry
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Wealth Management Firms

Create an enterprise multiregulatory wealth management platform

Take a proactive approach to compliance by consolidating operations and administering business lines according to a single set of regulatory processes. Explore our regulatory solutions for wealth management firms.
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