"M&O's suite of tools leverages the vast amount of data flowing through Broker Dealers and provides it in a manner that is useful to all parties in the supply chain."

-- Michael Zebrowski, Chief Operating Officer,
eMoney Advisor


"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

Reporting & Queries Solution



Overview  |  Point of Sale  |  Books & Records
Supervision & Compliance  |  Commissions & Compensation
Finance & Accounting  |  Reporting & Queries  |  Central InfoMart		 Overview

M&O's powerful Reporting and Queries solution provides accessible, easy-to-understand data to benefit every constituency in the supply-chain. With a large selection of standard reports and multiple report delivery tools, registered representatives for example, can have access to commission statements and daily sales blotters, their book of business based on ROI, AUM and other key metrics; home office operations have access to open receivables reports; management has access to expense, sales and ranking reports; compliance can view restricted accounts and trade surveillances; and marketing can access representative ranking reports, AUM and customer ranking reports.

In addition, flexible adhoc reporting and query tools are available for permanent and one-time usage and the solution integrates with existing reporting tools if needed.

Key Features:

  • Large selection of management, sales, institutional, OSJ and commission reports
  • Flexible, adhoc, drill-down and query reporting
  • Data on reports can be exported directly to excel or other comma delimited or XML applications for further processing and auditing.
  • Three levels of custom report writing capabilities are provided to suit the user's needs and capability: parameter driven reporting, formatting reports, and SQL access to data base.
  • Web based access to all your reports
  • Information available in real-time when data is available.
  • Changes in the organizational structure and status of brokers are immediately and automatically reflected in the entitlements to all users for accessing information
  • Note: Specific reporting requirements are described for each of the other Serve Me! Suite Solutions [Link to other Solutions]

One View... Unlimited Opportunities!

The wealth of data available across an enterprise provides the organization as a whole with unlimited opportunities to capture new business opportunities, provide efficiencies and keep in compliance.

View The Solution!
Click on the images to the left to view how easy our Reporting and Queries Solution is to use.


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.


Serve ME! Suite PointofSale Books & Records Supervision & Compliance Commisions & Compensation Finance & Accounting Reporting & Queries Central Infomart Registered Representative Marketing Recruiting Department Operations Finance & Accounting Compliance