About MDesk

Our primary goal is to help our advisors find more time to develop client relationships. With this goal forefront in our minds, we have created a one of a kind, integrated back office system. This powerful tool was developed to help advisors and their staff streamline production and save time. With this incredible system, our advisors have the ability to efficiently design and manage investment plans for their clients, while offering them a multitude of service programs as a result of your working relationship.

System Highlights

  • Create comprehensive and professional investment proposals with the ability to pull from our firm-based marketing library, or upload your own custom documents.
  • Find system integrations with industry leaders including Redtail, Morningstar, and TD Ameritrade.
  • The MDesk model manager pulls in MorningStar data to create firm-built, blended, or completely customized model options.
  • Intelligent forms provide a dynamic solution for the paperwork process, helping to reduce turnaround time with forms that only present what is needed, when it is needed.
  • Powerful workflows to move your proposals through a simple and fluid process, allowing you and your staff the ability to easily manage multiple proposals at once.
  • Maintain compliance integrity with integrated firm-based compliance paperwork.
  • Easily adjust staff and advisor security levels, and change workflow completion requirements.
  • Stay updated with email notifications throughout the entire process, keeping you and your staff in constant communication.
  • Our system not only remains synchronized with client goals, it will report to them on a quarterly basis. Additionally, clients will have 24/7 access through their personalized portal, to track asset allocations, returns, holding, capital flows and capital gains. In combination with MDesk, BCJ technology support provides a turn-key set up unlike anything other firms may offer.

Additional Technology Offerings

Since BCJ utilizes several systems to help service our clients, we felt it was necessary to create a website focused on assisting clients with how our systems work, how to use them, and where to go with additional questions. As an essential part of enhancing the client experience, this site is a reference guide to help answer your client’s questions.

  • VoIP
  • Email
  • Email Encryption
  • Digital Document Storage
  • Email Archiving

From business development to onboarding a new client, managing your client relationships is critical. Our CRM solution adds automation, transparency, and scalability to your daily operations. IAR’s with BCJ are required to have a license to our CRM system. If you are a solicitor or fixed business only, our CRM is an optional add on to your advisor pack.

Our dynamic and integrated data management platform gives you the ability to digitally manage each stage of your client’s lifecycle. The platform allows you to create custom workflows for client onboarding, lead generation, and customer acquisition, as well as develop custom digital documents such as client questionnaires.

We have enhanced our compliance offering beyond in-house and broker-dealer compliance support. We have chosen to extend this offering to include a comprehensive compliance platform. This platform greatly streamlines the compliance process related to trading, affirmations, gifting, marketing submissions and much more.

Through your compliance portal you will have the ability track your compliance submissions from start to finish, all while feeling assured that you are meeting regulatory requirements.

The system is integrated with Microsoft Office 365 for single sign on.

We have created an extensive training library which includes internal and external training modules including:

  • Compliance Training
  • Operations Training
  • Technology Training
  • Marketing Training