Year after year, we reinvest millions of dollars back into the
platform that helps our Financial Advisors serve clients and
grow their businesses.

At Merrill Lynch, our innovative wealth management platform isn't about what we can do. It's about what you can do. Year after year we reinvest millions of dollars for the sole purpose of helping our Financial Advisors grow their businesses and maintain strong client relationships. Last year alone, we enhanced our IT infrastructure for Financial Advisors and released three new applications: A client review tool, My Merrill.com (an enhanced site for clients), and a new asset allocation tool.

It begins with state-of-the-art technology designed to help you work together with clients to offer the kind of future-focused strategies and timely solutions they deserve. From your Workstation, you'll have access to sophisticated analytical software and wealth management tools that can provide valuable insight into your overall book of business and clients' individual needs. Significant resources - both human and technological - help clients monitor and understand their progress toward their goals.

We strive to provide the most in-depth analytics, along with the widest wide range of targeted reports, to satisfy the information needs of the most demanding clients and their Financial Advisors. For example, you can initiate custom reports and provide them to clients online. This can be in addition to the review and analysis you present to clients on a schedule consistent with their individual preferences.

Although no one client needs every solution, at some point clients may require solutions or services that require specialized knowledge. Or you may simply want to offer another perspective or idea. There's no shortage of places to turn when these needs arise. In addition to your colleagues and local management, the professional resources available are broad and deep. With a multitude of specialists, whose jobs are to support you and your clients' needs, you have a ready source of expertise on request.

To help you increase productivity and maximize your potential, Merrill Lynch offers a team of internal consultants dedicated to providing customized solutions tailored to a team's strengths and business plan. Using their experience and the results of internal research, our consultants have created a guide to Advisory best practices: "Elite Attributes of Highly Performing Financial Advisors." In addition, our team can provide:

• Recommendations based on a decade of consulting and coaching
  FA Practices
• A global perspective to investing
• Best practices research and sharing
• Objective evaluations of your practice as it relates to Wealth Management, Book Management, Organizational Dynamics and Business Management

You can benefit from the unbiased advice and guidance of our product specialists, the key learning and insights of our practice management experts and an array of customized marketing tools designed to fit your particular business style. We are committed to supporting you in every way, so that you can do the same for clients.