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BANKS

At Morgan Keegan we recognize that a financial institution is more than that. You work hard to stand out from your competition, providing your clients with value-added services and a personal touch. We feel the same way. We know you’re an individual with individual needs. So we go out of our way to provide you with services that are tailored to you and your investment portfolio. The personal attention you receive from our brokers, researchers and traders is unmatched in the industry.

We go to great lengths to provide the most reliable information available. In addition to our own software programs, Morgan Keegan is one of the few firms in the nation with access to Salomon Brothers’ The Yield Book, an analytical tool that provides the most accurate cash flows possible. Together, these high-powered tools allow us to provide our clients with a number of services.

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eFolio

In 1999, Morgan Keegan launched eFolio®, the first truly interactive proprietary online portfolio management system for institutions. Interact with your portfolio online, run what-if scenarios, shock your portfolio using interest rate assumptions and more. Institutional clients can access eFolio at any time from any computer – giving you constant access to your portfolio and Morgan Keegan’s inventory and research.

  • View Inventories
  • View Cashflows
  • Shock Portfolios
  • Simulate Trades
  • Run What-if Scenarios
  • Create Customized Reports