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.