Empowering technology specifically designed to enable Investment Executives to increase their efficiency, responsiveness and production!

We have developed the most exciting, dynamic and easy-to-use broker workstation on the street. The Broker Insight^TM workstation features client account information integrated with Reuters Plus^TM and S&P Comstock^TM, making it the only system you need for order entry, portfolio valuation, and account management.

Dynamic alerts on order executions and changes in market value as well as intraday portfolio pricing give Investment Executives a significant advantage. The system also offers statements on demand, balance searches, note taking, and more. Our systems are deliverable over a dedicated line or via the Internet.

ClientLink^TM allows your clients to view their accounts and invest online 24 hours a day, 7 days a week. ClientLink^TM also provides access to Wedbush Morgan's highly respected in-house research. There is no charge for this service.

Web Hosting - Provide clients a website developed and designed for your firm by Wedbush Morgan. We will assist in securing your own domain name.

XML Interface - Utilizing the electronic publishing language of XML in website design, businesses are able to deliver information at speeds that are significantly faster than traditional HTML pages. Through an XML interface, Wedbush Morgan provides a comprehensive assortment of data to select from so that you may customize web content to fit your specifications.

Database Query - Perform real-time Ad Hoc queries through an easy-to-use application and import into Microsoft Excel^TM or Access^TM. Utilize the Database Query to create customized reports to manage business sensitive areas such as credit risk, broker activity, commissions, and sales results.

Data Builder - Create your own client queries, databases, and reports utilizing the DATA Builder system. A web-based application, DATA Builder provides raw data that can be merged into the database application of your choice such as Microsoft Excel^TM, Access^TM, or any productivity tool like ACT!^TM, or Broker's Ally.

Document Imaging - Archive documents in your corporate office as you receive them and then utilize document imaging to view those documents online.

Remote Printing - Remote Printing allows offices to print daily, weekly, and monthly reports in real-time. Cut distribution time dramatically by creating a print center in each sales office.