M2Advisor

M2Advisor

M2Wealth
Altoo M2Advisor

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Altoo:

About

Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.
M2Advisor:

About

Smart Wealth Management technology for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators. We process the different input formats and protocols from all of the different sources into one standardized output format. Our data formats can be ‘reused’ to create new interfaces as required, significantly reducing the lead-time required to get new interfaces operational. A financial institution can provide secure standardized data service for their clients via m2Data with minimal daily operational impact. m2Wealth is one of the few systems providers with a fully operational EBICS capability. M2 has developed ‘connectors’ with a range of European Custodians and Banks that have mandated EBICS as their preferred connection protocol providing daily distribution around the world. The number of Banks / Custodians mandating EBICS continues to grow and M2 is working closely with these financial institutions.
Altoo:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
M2Advisor:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Altoo:

Audience

Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management
M2Advisor:

Audience

Companies and businesses seeking a wealth management solution to manage their operations and improve their processes
Altoo:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
M2Advisor:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
Altoo:

API

Offers API Not Supported
M2Advisor:

API

Offers API Not Supported
Altoo:

Screenshots and Videos

M2Advisor:

Screenshots and Videos

Altoo:

Pricing

Free
Free Version Supported
Free Trial Not Supported
M2Advisor:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Altoo:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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M2Advisor:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Altoo:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
M2Advisor:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Altoo:

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io
M2Advisor:

Company Information

M2Wealth
Founded: 2001
Hong Kong
www.m2wealth.com
Altoo:

Alternatives

M2Advisor:

Alternatives

Altoo:
M2Advisor:
Altoo:
M2Advisor:
Assetmax

Assetmax

Fimax AMS
Altoo:
M2Advisor:
Altoo:
M2Advisor:
Altoo:

Categories

Family Office Supported
M2Advisor:

Categories

Family Office Supported
Wealth Management Supported
M2Advisor:

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Altoo:

Integrations

No info available.
M2Advisor:

Integrations

No info available.
Altoo:
Claim Altoo and update features and information
Claim Altoo and update features and information
M2Advisor:
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