"In today's competitive environment, the ability to manage and leverage data across an enterprise can create a competitive advantage. With M&O, we have built a system that increases efficiencies in our front, middle and back office and best serves the special and unique needs of our representatives and their clients."

-- Kenneth R. Ehinger,
Chairman and
Chief Executive Officer,
ESI

"M&O'S platform gives both our representatives and management access to critical information when they need it and how they need it. This gives our representatives more time and better resources to grow their business and provide quality financial service to their clients."

-- Bill Monroe, Vice President,
MML Investors Services, Inc.

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.