"With M&O, we can offer our registered representatives a compensation payment system that takes the mystery out of their commission payments."

-- Mark Silberman, Chief Operating Officer and Chief Financial Officer,
Park Avenue Securities LLC

"M&O’s system is consistent with Commerce's vision of 'The Most Convenient Bank' by making it easier for our reps and customers to have the transparency they have come to expect from our full service brokerage platform."

-- Stan Gregor, former CEO,
Commerce Capital Markets

"We chose M&O quite simply because they provided everything we needed -- in one affordable package. M&O’s advantage was in the sophistication of its solutions, and the fact that it is web-based and hosted by M&O. The ability to provide representatives with detailed payout information that they can access virtually anywhere, is of tremendous value to us."

-- Chris Maryanopolis, former President, Equity Services Inc., Broker/Dealer and Registered Investment Advisor subsidiary of National Life Insurance Company

Serve Me! Suite

Overview

M&O's Serve Me! Suite is the most comprehensive set of integrated business solutions in the financial services industry, meeting the front, middle and back-office needs of its financial service clients. It is a client's single-source - the One View needed to access data for efficient, informed and effective decision-making. The power of the data aggregation and consolidated features provides Unlimited Opportunities to leverage the technology to gain competitive advantage.

By having One View, decision-makers achieve greater transparency into the firm's operations, growth potential, better knowledge of their customers, and an efficient and seamless way to meet regulatory requirements.

In addition, affiliated registered representatives will benefit from more efficient and accurate compensation processes as well as One View into all commission statements and profitability reports and client relationships. This increases advisor loyalty, and productivity, and serves as an outstanding recruiting tool.

The Serve Me! Suite is built on a Microsoft platform, designed for quick installation (ASP) and configurable to meet unique client needs. Click on the below solution sets for a glimpse into how the Serve Me! Suite can open the door to Unlimited Opportunities for growth and profitability:

M&O's integrated enterprise data management solutions provide powerful data collection, integration and consolidation tools for virtually every constituency in a financial service supply-chain. No matter what role you play in your firm's overall success, M&O has a solution that will unleash unlimited opportunities to enhance growth and profitability.