R•Desktop is an advisor based sales tool that runs in the Internet Explorer web browser. The purpose of R•Desktop is to empower sales advisors, branches, and other sales centres to manage clients through their investment life cycle. From marketing to needs analysis, through to order management and portfolio administration, R•Desktop helps an organization's sales force optimize customer service and investment product sales.

R•Desktop includes powerful components to facilitate straight through investment order processing, client-centric portfolio administration, and service-oriented customer management. All these components and their uses are described in this guide.