Tools for Your Advisor

Combining trusted industry names with cutting-edge technology, Mesirow Financial has assembled an array of effective and efficient tools designed to help your advisors 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 products
• Look up customer accounts, enter orders and access back-office data remotely through Mesirow Financial's e-view Pro
• Buy, sell and exchange from an extensive list of network 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.
• Use our automatic quarterly billing and payment of advisory fees