M&O Systems, Inc.

Computer SoftwareNew York, United States51-200 Employees

M&O Systems, Inc. operates in the software development sector, focusing on delivering a unified technology platform for broker-dealers. Its Serve Me! Suite combines multiple core functions across front- and back-office operations, aiming to streamline processes such as point-of-sale, records management, supervision and compliance, commissions and compensation, finance and accounting, and reporting. The company serves firms within the broker-dealer community, addressing the complexity of regulatory and operational requirements faced by these clients. Based in New York City, the company describes itself as providing an integrated system that consolidates essential business processes in a single solution.

Established in an industry that values robust governance and efficient workflow, M&O Systems positions itself within software development for financial services. The firm is headquartered on Fulton Street in Manhattan, and its stated size indicates a mid-market presence with a focus on delivering comprehensive operational infrastructure to its clients. A recent development noted in industry coverage is the acquisition by Broadridge Financial Solutions in late 2016, which reflects external validation of the platform’s relevance to wealth management and fiduciary rule compliance contexts.

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