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TOOLS FOR YOUR BROKER
Workstation Alternatives
Fee-Based Programs
 
RESOURCES
e-view Pro
Web Office
 
FOR MORE INFORMATION
Please contact , Senior Managing Director, 888-353-7788
Tools for Your Broker

Combining trusted industry names with cutting-edge technology, Mesirow Financial has assembled an array of effective and efficient tools designed to help your brokers attract, retain and satisfy clients.

  • Choose from several workstation options, to find the one that fits your needs and your business.
  • You can act as your client's financial advisor and charge a fee for services using Mesirow Financial's fee-based programs.
  • Look up customer accounts, enter orders and access back-office data remotely through Mesirow Financial's e-view Pro.
  • Buy, sell and exchange level 3 FUNDServ eligible funds through Connect2Funds.
  • Access a full line of asset allocation and financial planning tools that can help you address your clients' specific financial goals, as well as comprehensive wealth management and preservation planning.