About Us

Who We Are

For more than thirty years, Miningham & Oellerich, Inc. (M&O) has been the technology partner that leading institutional broker-dealers, banks and insurance companies have relied upon for innovative and effective enterprise data management solutions.

By working closely with top financial service companies, M&O has amassed unparalleled insights into the systemic, organizational and regulatory challenges facing the industry. These insights have resulted in M&O's creation of integrated, best-of-breed software solutions enabling clients to significantly improve performance, grow business, understand revenue sources fueling success and seamlessly comply with regulatory requirements.

M&O's expertise lies in its ability to:

• Process all client business including direct mutual and annuities with brokerage business
• Interface with industry and product providers, and clearing firms
• Calculate the most complex and broad incentive compensation
• Store information in one easily accessible database and deliver information securely, over the web
• Meet compliance requirements for tracking and processing trades
• Transform daily detail operations data into your view about revenues, costs, expenses and compensation timely and accurately

With its Serve Me! Suite, M&O offers the most comprehensive set of integrated business solutions in the industry, meeting the front, middle and back-office needs of its financial service clients. M&O provides its clients with the power to efficiently run and operate their businesses. From commission processing, to data gathering and connectivity, to books and records, M&O has a solution for every user within a client's service chain.

The Serve Me! Suite is built on a Microsoft platform, designed for quick installation (ASP) and configurable to meet unique client needs. Serve Me! Suite's integrated functionality supports compliance and financial activities while maintaining and controlling all information for payout computations, broker licensing and expenses, accounting and reporting. M&O's automated transaction system allows for larger transaction volumes to be settled quickly and accurately. Labor intensive processing is eliminated, decreasing client operating expenses and lowering error rates.

With the Serve Me! Suite, data is aggregated at the most granular transaction level, and rolled up to allow users One View across an entire enterprise. Powerful aggregation and consolidation capabilities provide Unlimited Opportunities for clients to leverage the technology and gain competitive advantage.

The top financial service firms chose M&O because of its depth of expertise, the reliability and proven track record of management, consultative approach, the broad scope of its solution sets, and its support model. M&O is scalable, configurable, quick to market and provides optimal levels of transparency into an organization.