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.